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
801
$267K 0.01%
2,452
+51
802
$267K 0.01%
3,427
-213
803
$267K 0.01%
3,179
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804
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805
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806
$264K 0.01%
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-172
807
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808
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$263K 0.01%
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810
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$263K 0.01%
333
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813
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7,280
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814
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5,187
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815
$261K 0.01%
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816
$260K 0.01%
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3,263
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821
$255K 0.01%
2,948
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$255K 0.01%
4,192
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$255K 0.01%
14,910
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$254K 0.01%
3,243
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825
$254K 0.01%
5,327
+342
31 32
33
34 35