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
951
$188K 0.01%
1,739
-74
952
$186K ﹤0.01%
8,672
+160
953
$186K ﹤0.01%
838
+2
954
$186K ﹤0.01%
1,260
955
$186K ﹤0.01%
6,841
+650
956
$184K ﹤0.01%
2,268
-78
957
$184K ﹤0.01%
4,336
+2,654
958
$184K ﹤0.01%
1,612
959
$184K ﹤0.01%
7,930
+3,251
960
$183K ﹤0.01%
2,361
+1,058
961
$182K ﹤0.01%
17,500
-8,596
962
$179K ﹤0.01%
3,567
963
$179K ﹤0.01%
2,180
-270
964
$179K ﹤0.01%
11,326
965
$178K ﹤0.01%
5,003
-20
966
$176K ﹤0.01%
2,893
+1,117
967
$176K ﹤0.01%
5,446
+1,315
968
$176K ﹤0.01%
2,630
-797
969
$176K ﹤0.01%
860
-58
970
$175K ﹤0.01%
17,231
-988
971
$175K ﹤0.01%
17,244
+399
972
$174K ﹤0.01%
1,783
+247
973
$174K ﹤0.01%
3,747
-178
974
$174K ﹤0.01%
2,640
975
$173K ﹤0.01%
6,708
37 38
39
40 41