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
1051
$144K ﹤0.01%
10,330
-395
1052
$143K ﹤0.01%
+5,660
1053
$143K ﹤0.01%
3,162
1054
$143K ﹤0.01%
4,422
-2,591
1055
$143K ﹤0.01%
3,284
1056
$143K ﹤0.01%
1,155
+2
1057
$142K ﹤0.01%
1,201
1058
$142K ﹤0.01%
1,235
-50
1059
$142K ﹤0.01%
526
+500
1060
$141K ﹤0.01%
3,674
-72
1061
$141K ﹤0.01%
3,445
-1,520
1062
$141K ﹤0.01%
2,726
-270
1063
$139K ﹤0.01%
3,000
+2,870
1064
$139K ﹤0.01%
5,531
1065
$138K ﹤0.01%
660
+174
1066
$138K ﹤0.01%
3,007
1067
$138K ﹤0.01%
2,452
+931
1068
$138K ﹤0.01%
4,870
-121
1069
$138K ﹤0.01%
1,160
-519
1070
$137K ﹤0.01%
+8,003
1071
$136K ﹤0.01%
3,626
+26
1072
$136K ﹤0.01%
2,653
-1,742
1073
$136K ﹤0.01%
3,300
+250
1074
$136K ﹤0.01%
3,070
1075
$135K ﹤0.01%
2,670
+218
41 42
43
44 45