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
1226
$91K ﹤0.01%
4,090
+4,000
1227
$90K ﹤0.01%
+6,838
1228
$90K ﹤0.01%
1,800
1229
$90K ﹤0.01%
1,400
1230
$90K ﹤0.01%
22
1231
$90K ﹤0.01%
2,630
+2
1232
$89K ﹤0.01%
1,600
1233
$89K ﹤0.01%
+1,201
1234
$89K ﹤0.01%
2,023
+69
1235
$89K ﹤0.01%
4,079
+3,840
1236
$89K ﹤0.01%
3,143
+859
1237
$89K ﹤0.01%
1,100
+800
1238
$88K ﹤0.01%
7,637
+3,526
1239
$88K ﹤0.01%
2,099
1240
$88K ﹤0.01%
4,373
+480
1241
$87K ﹤0.01%
459
1242
$87K ﹤0.01%
5,740
1243
$86K ﹤0.01%
796
+1
1244
$86K ﹤0.01%
707
1245
$85K ﹤0.01%
1,387
+621
1246
$85K ﹤0.01%
3,936
1247
$85K ﹤0.01%
1,800
-141
1248
$85K ﹤0.01%
538
1249
$84K ﹤0.01%
2,891
1250
$84K ﹤0.01%
25
48 49
50
51 52