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
51
$17.6M 0.47%
130,028
-2,763
52
$17.4M 0.46%
216,804
+207,534
53
$17.1M 0.45%
435,599
+2,701
54
$16.7M 0.44%
407,728
-2,867
55
$16.6M 0.44%
140,376
+6,711
56
$16M 0.42%
105,276
+99,382
57
$15.9M 0.42%
69,665
+4,280
58
$15.9M 0.42%
18,989
+878
59
$15.8M 0.42%
94,217
-3,547
60
$15.5M 0.41%
91,816
+4,581
61
$15.5M 0.41%
100,013
-324
62
$15.3M 0.41%
149,759
+20,078
63
$15.2M 0.4%
55,510
+678
64
$15.2M 0.4%
61,345
-246
65
$14.7M 0.39%
347,235
+20,835
66
$14.4M 0.38%
194,644
-8,943
67
$14.4M 0.38%
55,236
-1,962
68
$14.3M 0.38%
64,645
+8,870
69
$14.3M 0.38%
42,655
-203
70
$14.2M 0.38%
44,504
+349
71
$14.2M 0.38%
142,606
+19,140
72
$13.9M 0.37%
34,292
+21,605
73
$13.7M 0.36%
176,077
-4,115
74
$13.7M 0.36%
86,955
+7,046
75
$13.7M 0.36%
123,729
+8,978
1 2
3
4 5