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
576
$519K 0.01%
21,181
+204
577
$515K 0.01%
20,968
-3,612
578
$514K 0.01%
15,973
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579
$514K 0.01%
7,665
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+261
581
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34,384
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582
$505K 0.01%
2,520
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583
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14,641
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584
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33,098
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585
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586
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587
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13,432
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588
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7,039
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589
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15,070
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590
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25,382
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594
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4,081
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595
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3,808
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596
$486K 0.01%
778
597
$485K 0.01%
1,652
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$484K 0.01%
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599
$482K 0.01%
13,819
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600
$475K 0.01%
2,154
+91
22 23
24
25 26