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
826
$254K 0.01%
5,502
+11
827
$253K 0.01%
6,230
+5,150
828
$253K 0.01%
3,540
-294
829
$252K 0.01%
4,040
-931
830
$252K 0.01%
2,118
-20
831
$252K 0.01%
886
832
$251K 0.01%
12,209
-750
833
$251K 0.01%
5,403
+3,769
834
$250K 0.01%
7,081
-140
835
$250K 0.01%
24,151
+3,300
836
$250K 0.01%
15,786
837
$249K 0.01%
7,472
838
$247K 0.01%
1,898
-816
839
$246K 0.01%
9,126
+4,333
840
$246K 0.01%
6,425
-1,452
841
$245K 0.01%
6,204
-4,499
842
$244K 0.01%
4,000
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843
$244K 0.01%
5,755
-39
844
$243K 0.01%
9,153
845
$243K 0.01%
11,423
-1,060
846
$242K 0.01%
2,054
847
$242K 0.01%
2,512
-88
848
$242K 0.01%
5,697
+600
849
$241K 0.01%
3,897
-103
850
$241K 0.01%
25,987
32 33
34
35 36