SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
701
$358K 0.01%
3,502
-2
702
$358K 0.01%
10,850
703
$357K 0.01%
6,997
+458
704
$357K 0.01%
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-130
705
$357K 0.01%
4,360
+1,162
706
$354K 0.01%
2,381
+346
707
$352K 0.01%
8,424
-1,612
708
$350K 0.01%
400
+50
709
$344K 0.01%
6,553
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710
$343K 0.01%
90,494
+3,878
711
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21,546
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712
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+216
713
$339K 0.01%
13,577
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714
$338K 0.01%
12,469
+381
715
$336K 0.01%
14,692
-1,126
716
$335K 0.01%
6,866
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717
$334K 0.01%
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718
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4,249
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719
$333K 0.01%
10,201
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720
$330K 0.01%
6,883
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721
$327K 0.01%
828
722
$326K 0.01%
7,986
723
$323K 0.01%
2,179
-800
724
$322K 0.01%
12,515
+2,050
725
$322K 0.01%
3,436
+200
27 28
29
30 31