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
1101
$129K ﹤0.01%
412
-1,024
1102
$128K ﹤0.01%
1,726
+9
1103
$128K ﹤0.01%
948
1104
$128K ﹤0.01%
1,730
-620
1105
$128K ﹤0.01%
2,300
+202
1106
$128K ﹤0.01%
1,473
+555
1107
$128K ﹤0.01%
1,700
1108
$127K ﹤0.01%
2,300
1109
$126K ﹤0.01%
12,496
1110
$126K ﹤0.01%
+4,340
1111
$125K ﹤0.01%
5,900
+4,900
1112
$125K ﹤0.01%
903
-1
1113
$125K ﹤0.01%
1,077
+10
1114
$124K ﹤0.01%
292
+2
1115
$124K ﹤0.01%
827
+1
1116
$124K ﹤0.01%
3,988
1117
$124K ﹤0.01%
1,950
-450
1118
$123K ﹤0.01%
2,667
-712
1119
$123K ﹤0.01%
1,228
1120
$123K ﹤0.01%
2,175
-2,775
1121
$123K ﹤0.01%
7,045
-868
1122
$123K ﹤0.01%
1,386
-2
1123
$121K ﹤0.01%
4,125
+7
1124
$121K ﹤0.01%
2,000
-9,415
1125
$120K ﹤0.01%
1,808
43 44
45
46 47