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
1026
$151K ﹤0.01%
3,496
+225
1027
$151K ﹤0.01%
16,280
+6,780
1028
$151K ﹤0.01%
908
+392
1029
$151K ﹤0.01%
13,718
-176
1030
$150K ﹤0.01%
2,565
1031
$149K ﹤0.01%
2,991
+114
1032
$149K ﹤0.01%
5,142
1033
$149K ﹤0.01%
23,787
+11
1034
$149K ﹤0.01%
1,876
-1,815
1035
$149K ﹤0.01%
4,670
1036
$149K ﹤0.01%
883
-78
1037
$148K ﹤0.01%
5,303
+840
1038
$148K ﹤0.01%
2,435
+2,051
1039
$147K ﹤0.01%
10,000
1040
$147K ﹤0.01%
236
+12
1041
$146K ﹤0.01%
3,479
+1,697
1042
$145K ﹤0.01%
+6,278
1043
$145K ﹤0.01%
3,061
-894
1044
$145K ﹤0.01%
995
+469
1045
$145K ﹤0.01%
8,325
1046
$145K ﹤0.01%
412
-33
1047
$145K ﹤0.01%
10,000
1048
$144K ﹤0.01%
+30
1049
$144K ﹤0.01%
1,900
1050
$144K ﹤0.01%
507
+60
40 41
42
43 44