SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.77B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,707
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.7M
3
+$15.1M
4
ALGN icon
Align Technology
ALGN
+$10.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$9.99M

Top Sells

1
+$12.8M
2
+$12.1M
3
+$11.3M
4
CAT icon
Caterpillar
CAT
+$10.4M
5
TRV icon
Travelers Companies
TRV
+$9.61M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 8.27%
3 Financials 7.18%
4 Healthcare 5.94%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.6M 0.7%
338,448
-471
27
$26.2M 0.69%
240,147
-1,642
28
$26.1M 0.69%
302,104
+8,335
29
$26.1M 0.69%
421,969
+41,555
30
$25.9M 0.69%
689,929
-121,414
31
$25.1M 0.67%
60,807
-287
32
$24.2M 0.64%
247,097
+32,336
33
$23.6M 0.63%
426,068
+15,208
34
$22.7M 0.6%
134,560
+5,863
35
$21.4M 0.57%
160,400
+2,840
36
$21.3M 0.56%
28,543
-42
37
$21.1M 0.56%
790,015
+116,293
38
$21M 0.56%
283,237
+14,903
39
$20.6M 0.55%
52,616
+3,078
40
$20.3M 0.54%
78,152
+4,303
41
$20.3M 0.54%
139,426
-634
42
$20M 0.53%
394,289
+42,925
43
$19.4M 0.51%
301,623
-978
44
$19.4M 0.51%
652,516
-43,552
45
$18.6M 0.49%
401,022
+28,731
46
$18.5M 0.49%
+55,866
47
$18.4M 0.49%
25,205
-115
48
$18.2M 0.48%
159,471
+37,565
49
$17.7M 0.47%
160,277
+8,184
50
$17.6M 0.47%
286,822
+11,958
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