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
726
$322K 0.01%
1,082
-157
727
$319K 0.01%
13,055
+5,890
728
$317K 0.01%
3,523
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731
$314K 0.01%
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732
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6,135
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$314K 0.01%
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734
$312K 0.01%
10,575
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735
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736
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912
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737
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738
$311K 0.01%
18,010
739
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6,452
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740
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10,412
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741
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742
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744
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12,095
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746
$306K 0.01%
44,540
747
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1,191
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748
$304K 0.01%
6,534
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$304K 0.01%
6,605
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750
$303K 0.01%
2,291
+337
28 29
30
31 32