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
101
$10.7M 0.28%
39,299
+1,941
102
$10.5M 0.28%
52,967
+336
103
$10.5M 0.28%
64,901
+1,229
104
$10.4M 0.28%
68,652
+185
105
$10.3M 0.27%
128,316
+2,898
106
$10.2M 0.27%
201,208
+8,201
107
$10.2M 0.27%
104,443
+8,244
108
$10.1M 0.27%
67,518
-2,887
109
$10M 0.27%
112,840
+8,276
110
$9.73M 0.26%
282,897
+669
111
$9.59M 0.25%
117,065
+8,361
112
$9.54M 0.25%
34,094
+2,565
113
$9.45M 0.25%
69,710
+1,060
114
$9.4M 0.25%
127,840
+1,096
115
$9.37M 0.25%
83,385
+2
116
$9.09M 0.24%
30,911
+2,513
117
$8.59M 0.23%
196,966
+9,668
118
$8.49M 0.22%
179,398
-129,033
119
$8.22M 0.22%
95,709
+14,368
120
$8.22M 0.22%
55,476
-6,134
121
$8.03M 0.21%
35,268
-1,076
122
$7.99M 0.21%
20,237
+2,235
123
$7.92M 0.21%
2,053
+1,937
124
$7.73M 0.2%
34,680
+34,580
125
$7.58M 0.2%
71,191
+17,082
3 4
5
6 7