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
1176
$105K ﹤0.01%
1,473
-32,207
1177
$104K ﹤0.01%
+2,910
1178
$104K ﹤0.01%
1,725
1179
$104K ﹤0.01%
7,743
1180
$103K ﹤0.01%
3,602
-225
1181
$103K ﹤0.01%
1,950
1182
$103K ﹤0.01%
6,060
+440
1183
$103K ﹤0.01%
2,417
+1,770
1184
$103K ﹤0.01%
3,709
-9,353
1185
$102K ﹤0.01%
860
1186
$102K ﹤0.01%
1,407
-292
1187
$102K ﹤0.01%
1,606
-420
1188
$102K ﹤0.01%
498
-41,785
1189
$101K ﹤0.01%
6,285
-2,533
1190
$101K ﹤0.01%
1,685
+234
1191
$101K ﹤0.01%
1,673
-9
1192
$101K ﹤0.01%
220
-8
1193
$100K ﹤0.01%
3,839
-905
1194
$100K ﹤0.01%
2,800
+200
1195
$100K ﹤0.01%
6,320
+718
1196
$99K ﹤0.01%
2,566
1197
$99K ﹤0.01%
2,009
+572
1198
$99K ﹤0.01%
5,413
+1,968
1199
$98K ﹤0.01%
5,700
-66
1200
$98K ﹤0.01%
895
+188
46 47
48
49 50