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
476
$750K 0.02%
25,762
+296
477
$748K 0.02%
19,794
478
$746K 0.02%
32,784
-1,507
479
$743K 0.02%
10,055
+442
480
$733K 0.02%
4,011
-14
481
$733K 0.02%
3,674
-60,638
482
$732K 0.02%
13,577
-90
483
$730K 0.02%
54,834
+2,370
484
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12,665
+1,184
485
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609
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486
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7,738
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487
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4,335
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488
$726K 0.02%
5,767
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489
$725K 0.02%
14,522
+4,202
490
$717K 0.02%
3,438
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491
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14,111
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492
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19,727
493
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5,232
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494
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8,332
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495
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17,568
-3,614
496
$706K 0.02%
22,574
-22
497
$703K 0.02%
23,733
+180
498
$701K 0.02%
7,171
+3,051
499
$698K 0.02%
1,783
+15
500
$696K 0.02%
8,655
+3,087
18 19
20
21 22