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
676
$387K 0.01%
4,041
-48
677
$387K 0.01%
22,542
+2
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$386K 0.01%
2,921
-4
679
$384K 0.01%
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680
$379K 0.01%
15,480
+3,000
681
$377K 0.01%
11,303
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682
$377K 0.01%
10,713
-6,696
683
$377K 0.01%
1,346
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684
$376K 0.01%
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685
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686
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5,035
-62,274
687
$375K 0.01%
40,155
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688
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689
$375K 0.01%
27,380
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690
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691
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694
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778
696
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$362K 0.01%
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698
$361K 0.01%
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699
$360K 0.01%
8,679
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$358K 0.01%
6,919
-2,515
26 27
28
29 30