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
1151
$112K ﹤0.01%
1,284
-25,546
1152
$112K ﹤0.01%
8,475
1153
$112K ﹤0.01%
8,779
+105
1154
$111K ﹤0.01%
9,536
1155
$111K ﹤0.01%
1,160
+650
1156
$111K ﹤0.01%
4,206
-2,536
1157
$111K ﹤0.01%
2,565
+169
1158
$111K ﹤0.01%
2,850
-58,425
1159
$111K ﹤0.01%
4,433
1160
$110K ﹤0.01%
7,375
-4,970
1161
$110K ﹤0.01%
1,212
-24,375
1162
$109K ﹤0.01%
11,350
1163
$108K ﹤0.01%
2,652
+650
1164
$108K ﹤0.01%
3,178
+2,448
1165
$108K ﹤0.01%
6,912
1166
$108K ﹤0.01%
7,460
1167
$107K ﹤0.01%
6,782
1168
$107K ﹤0.01%
6,412
-1,425
1169
$107K ﹤0.01%
19,417
-2,000
1170
$107K ﹤0.01%
537
+26
1171
$107K ﹤0.01%
2,200
+2,000
1172
$107K ﹤0.01%
4,789
+1,330
1173
$106K ﹤0.01%
6,698
+429
1174
$106K ﹤0.01%
1,630
+880
1175
$105K ﹤0.01%
4,704
+20
45 46
47
48 49