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
501
$694K 0.02%
1,100
+296
502
$693K 0.02%
10,765
+77
503
$693K 0.02%
5,771
-495
504
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30,916
-2,510
505
$686K 0.02%
31,746
506
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9,732
-39
507
$685K 0.02%
4,274
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508
$680K 0.02%
7,499
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509
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40,609
+1,720
510
$678K 0.02%
70,729
-9,340
511
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16,041
-208
512
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13,954
-1,744
513
$669K 0.02%
9,050
+218
514
$668K 0.02%
47,858
+1,000
515
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8,797
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516
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517
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23,450
-350
518
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-3
519
$656K 0.02%
28,249
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520
$655K 0.02%
35,408
+1,952
521
$653K 0.02%
21,200
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522
$652K 0.02%
8,899
+2,763
523
$652K 0.02%
10,560
+370
524
$651K 0.02%
6,336
+770
525
$650K 0.02%
3,749
+50
19 20
21
22 23