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
1126
$120K ﹤0.01%
2,400
1127
$120K ﹤0.01%
3,824
+7
1128
$120K ﹤0.01%
871
1129
$120K ﹤0.01%
5,687
-661
1130
$119K ﹤0.01%
6,820
1131
$118K ﹤0.01%
9,294
+4,628
1132
$117K ﹤0.01%
5,071
+3,083
1133
$117K ﹤0.01%
2,424
+1,600
1134
$116K ﹤0.01%
1,254
1135
$116K ﹤0.01%
3,592
-92
1136
$116K ﹤0.01%
1,150
1137
$116K ﹤0.01%
3,478
1138
$116K ﹤0.01%
1,358
+200
1139
$115K ﹤0.01%
630
+71
1140
$115K ﹤0.01%
60,510
+25,510
1141
$115K ﹤0.01%
3,214
+191
1142
$115K ﹤0.01%
15,060
1143
$114K ﹤0.01%
14,375
+34
1144
$114K ﹤0.01%
5,700
+700
1145
$114K ﹤0.01%
5,040
+1,476
1146
$113K ﹤0.01%
2,055
+400
1147
$113K ﹤0.01%
8,625
+900
1148
$113K ﹤0.01%
9,178
1149
$112K ﹤0.01%
2,571
-13,060
1150
$112K ﹤0.01%
1,241
+293
44 45
46
47 48