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
76
$13.4M 0.35%
44,575
-539
77
$13.3M 0.35%
697,938
-202
78
$13.2M 0.35%
103,783
+7,465
79
$13.1M 0.35%
212,670
-750
80
$13M 0.34%
490,468
-52,428
81
$12.9M 0.34%
35,988
+14,188
82
$12.7M 0.34%
184,967
-36,873
83
$12.7M 0.34%
90,847
+4,197
84
$12.7M 0.34%
238,433
+24,373
85
$12.6M 0.33%
53,396
+2,974
86
$12.3M 0.33%
143,027
-1,053
87
$12.2M 0.32%
62,185
-17,930
88
$12M 0.32%
133,462
-642
89
$12M 0.32%
23,194
+1,689
90
$11.9M 0.31%
18,311
+710
91
$11.8M 0.31%
79,239
+4,290
92
$11.6M 0.31%
161,298
+64
93
$11.6M 0.31%
42,397
-36
94
$11.5M 0.3%
163,614
+131,585
95
$11.5M 0.3%
201,400
+11,560
96
$11.4M 0.3%
90,385
-116
97
$11.3M 0.3%
278,310
+1,350
98
$11.1M 0.29%
242,258
-3,116
99
$11M 0.29%
16,485
+16,264
100
$10.9M 0.29%
76,052
-566
2 3
4
5 6