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
1001
$162K ﹤0.01%
6,300
1002
$161K ﹤0.01%
+11,333
1003
$160K ﹤0.01%
11,297
1004
$159K ﹤0.01%
2,124
+326
1005
$158K ﹤0.01%
3,009
1006
$158K ﹤0.01%
9,066
-556
1007
$157K ﹤0.01%
11,766
+1,000
1008
$157K ﹤0.01%
4,151
1009
$157K ﹤0.01%
6,562
+6,250
1010
$157K ﹤0.01%
1,114
1011
$157K ﹤0.01%
4,265
+889
1012
$157K ﹤0.01%
2,070
-43,524
1013
$157K ﹤0.01%
1,226
+48
1014
$156K ﹤0.01%
28,559
-48,507
1015
$156K ﹤0.01%
2,192
+212
1016
$155K ﹤0.01%
1,373
+240
1017
$154K ﹤0.01%
2,572
+20
1018
$154K ﹤0.01%
8,650
+100
1019
$153K ﹤0.01%
450
+9
1020
$153K ﹤0.01%
15,750
+60
1021
$153K ﹤0.01%
1,500
1022
$152K ﹤0.01%
1,839
-41
1023
$152K ﹤0.01%
7,162
1024
$152K ﹤0.01%
1,128
1025
$152K ﹤0.01%
8,300
39 40
41
42 43