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
626
$445K 0.01%
11,433
-3,542
627
$445K 0.01%
12,506
+475
628
$445K 0.01%
2,544
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629
$442K 0.01%
750
630
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4,314
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631
$442K 0.01%
4,537
-4,002
632
$441K 0.01%
6,654
633
$441K 0.01%
2,647
-4,242
634
$441K 0.01%
16,362
+7,418
635
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636
$439K 0.01%
5,328
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637
$438K 0.01%
10,180
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638
$436K 0.01%
21,008
-3,154
639
$432K 0.01%
31,300
-250
640
$432K 0.01%
3,146
641
$431K 0.01%
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642
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1,506
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644
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2,582
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14,828
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646
$427K 0.01%
12,663
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647
$426K 0.01%
27,281
+1,103
648
$424K 0.01%
4,304
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649
$421K 0.01%
12,285
-3,722
650
$421K 0.01%
39,057
+12,300
24 25
26
27 28