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
976
$172K ﹤0.01%
6,283
+433
977
$172K ﹤0.01%
20,525
+4,004
978
$172K ﹤0.01%
2,085
+299
979
$171K ﹤0.01%
1,186
980
$171K ﹤0.01%
12,329
981
$170K ﹤0.01%
2,646
982
$170K ﹤0.01%
1,936
-300
983
$170K ﹤0.01%
4,126
+4
984
$170K ﹤0.01%
3,083
+800
985
$169K ﹤0.01%
296
+5
986
$169K ﹤0.01%
1,156
+930
987
$168K ﹤0.01%
11,644
+4,316
988
$168K ﹤0.01%
12,331
989
$167K ﹤0.01%
7,674
+93
990
$167K ﹤0.01%
3,748
-197
991
$166K ﹤0.01%
22,000
+7,700
992
$166K ﹤0.01%
11,040
+485
993
$166K ﹤0.01%
916
-450
994
$166K ﹤0.01%
1,549
-24
995
$166K ﹤0.01%
1,856
-149
996
$165K ﹤0.01%
3,042
+1,064
997
$165K ﹤0.01%
1,096
+13
998
$164K ﹤0.01%
1,225
999
$164K ﹤0.01%
12,332
1000
$162K ﹤0.01%
1,576
38 39
40
41 42