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
551
$580K 0.02%
873
+287
552
$579K 0.02%
12,971
-1,448
553
$571K 0.02%
4,977
-1,179
554
$568K 0.02%
3,974
+9
555
$567K 0.02%
7,685
-893
556
$565K 0.02%
11,722
-12,447
557
$563K 0.01%
3,829
+615
558
$563K 0.01%
40,950
+5,284
559
$561K 0.01%
6,970
-801
560
$559K 0.01%
5,823
561
$557K 0.01%
15,308
562
$550K 0.01%
14,270
+7,150
563
$546K 0.01%
10,816
-973
564
$543K 0.01%
3,032
-285
565
$540K 0.01%
14,731
-3,725
566
$536K 0.01%
12,913
+11,649
567
$535K 0.01%
+24,248
568
$534K 0.01%
942
+556
569
$532K 0.01%
10,782
-2,813
570
$529K 0.01%
2,018
+1,449
571
$528K 0.01%
+16,252
572
$528K 0.01%
6,724
+1,291
573
$525K 0.01%
10,071
+2,568
574
$523K 0.01%
2,605
+268
575
$521K 0.01%
7,335
+3,410
21 22
23
24 25