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
851
$239K 0.01%
6,733
852
$238K 0.01%
4,310
+3,230
853
$238K 0.01%
12,214
+3,531
854
$238K 0.01%
4,950
-150
855
$236K 0.01%
5,301
-68
856
$234K 0.01%
8,397
+4,192
857
$233K 0.01%
9,999
+2,324
858
$233K 0.01%
30,195
+159
859
$233K 0.01%
7,790
-70
860
$231K 0.01%
2,658
-444
861
$231K 0.01%
3,102
+172
862
$230K 0.01%
15,564
863
$229K 0.01%
7,524
+21
864
$229K 0.01%
6,502
+135
865
$228K 0.01%
4,571
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866
$228K 0.01%
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867
$227K 0.01%
2,928
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446
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$227K 0.01%
2,929
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870
$226K 0.01%
2,363
-188
871
$225K 0.01%
570
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$224K 0.01%
6,150
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873
$224K 0.01%
5,069
-44
874
$223K 0.01%
5,268
+35
875
$223K 0.01%
2,280
-4
33 34
35
36 37