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
1201
$98K ﹤0.01%
4,748
1202
$98K ﹤0.01%
7,140
+2,803
1203
$97K ﹤0.01%
2,940
-56
1204
$97K ﹤0.01%
323
+60
1205
$96K ﹤0.01%
2,747
+510
1206
$96K ﹤0.01%
1,424
+210
1207
$96K ﹤0.01%
10,480
1208
$95K ﹤0.01%
2,506
-1,184
1209
$95K ﹤0.01%
3,226
1210
$95K ﹤0.01%
333
-136
1211
$95K ﹤0.01%
1,546
+46
1212
$94K ﹤0.01%
561
-203
1213
$94K ﹤0.01%
3,528
+39
1214
$94K ﹤0.01%
9,569
1215
$93K ﹤0.01%
1,370
1216
$93K ﹤0.01%
6,225
-6,000
1217
$93K ﹤0.01%
6,841
+24
1218
$93K ﹤0.01%
2,137
1219
$93K ﹤0.01%
1,112
+473
1220
$93K ﹤0.01%
1,695
+920
1221
$92K ﹤0.01%
1,040
+468
1222
$92K ﹤0.01%
5,697
+7
1223
$92K ﹤0.01%
2,911
+369
1224
$91K ﹤0.01%
1,687
+379
1225
$91K ﹤0.01%
3,764
47 48
49
50 51