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
1076
$135K ﹤0.01%
8,276
1077
$135K ﹤0.01%
2,020
1078
$134K ﹤0.01%
7,774
-663
1079
$134K ﹤0.01%
1,477
-287
1080
$134K ﹤0.01%
16,679
-11,468
1081
$133K ﹤0.01%
4,086
1082
$133K ﹤0.01%
1,506
-900
1083
$133K ﹤0.01%
2,098
1084
$133K ﹤0.01%
3,575
+585
1085
$133K ﹤0.01%
2,228
+1
1086
$132K ﹤0.01%
6,650
-664
1087
$132K ﹤0.01%
8,118
+4,840
1088
$131K ﹤0.01%
19,707
+182
1089
$131K ﹤0.01%
1,409
-1,984
1090
$131K ﹤0.01%
1,549
+389
1091
$131K ﹤0.01%
1,384
-96
1092
$130K ﹤0.01%
26,616
-511
1093
$130K ﹤0.01%
4,863
-122
1094
$129K ﹤0.01%
7,285
+635
1095
$129K ﹤0.01%
2,168
1096
$129K ﹤0.01%
4,975
1097
$129K ﹤0.01%
1,520
1098
$129K ﹤0.01%
2,159
+577
1099
$129K ﹤0.01%
9,059
+259
1100
$129K ﹤0.01%
816
-690
42 43
44
45 46