SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$18.8M
2
+$15.1M
3
+$12.7M
4
ALGN icon
Align Technology
ALGN
+$11M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.4M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRV icon
Travelers Companies
TRV
+$9.79M

Sector Composition

1 Technology 13.33%
2 Consumer Discretionary 8.27%
3 Financials 7.19%
4 Healthcare 5.94%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$207K 0.01%
6,730
902
$207K 0.01%
2,750
-170,331
903
$206K 0.01%
2,931
+29
904
$206K 0.01%
8,050
905
$205K 0.01%
3,840
-192
906
$205K 0.01%
6,728
+5,580
907
$205K 0.01%
4,354
-3,815
908
$205K 0.01%
8,435
+96
909
$204K 0.01%
2,240
910
$204K 0.01%
456
-6
911
$204K 0.01%
3,878
-1,772
912
$204K 0.01%
3,553
+3,000
913
$203K 0.01%
7,009
+1,865
914
$203K 0.01%
2,829
-224
915
$203K 0.01%
5,452
-874
916
$202K 0.01%
5,305
+60
917
$202K 0.01%
1,208
+43
918
$202K 0.01%
19,830
919
$201K 0.01%
331
+17
920
$201K 0.01%
8,600
921
$201K 0.01%
1,213
+81
922
$201K 0.01%
2,787
-1,020
923
$200K 0.01%
1,629
+105
924
$200K 0.01%
6,419
-950
925
$199K 0.01%
+4,000
35 36
37
38 39