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
1251
$84K ﹤0.01%
3,432
-66
1252
$84K ﹤0.01%
1,106
1253
$84K ﹤0.01%
591
+35
1254
$84K ﹤0.01%
1,106
1255
$84K ﹤0.01%
323
1256
$83K ﹤0.01%
985
+425
1257
$83K ﹤0.01%
+128
1258
$83K ﹤0.01%
5,837
1259
$82K ﹤0.01%
5,585
1260
$82K ﹤0.01%
1,625
1261
$82K ﹤0.01%
2,976
+1,297
1262
$82K ﹤0.01%
2,502
-1,898
1263
$82K ﹤0.01%
348
-52
1264
$82K ﹤0.01%
1,020
1265
$82K ﹤0.01%
666
+30
1266
$81K ﹤0.01%
3,055
1267
$81K ﹤0.01%
1,350
-55
1268
$81K ﹤0.01%
1,329
-9
1269
$81K ﹤0.01%
737
1270
$81K ﹤0.01%
3,848
+897
1271
$81K ﹤0.01%
2,400
1272
$80K ﹤0.01%
1,337
+3
1273
$80K ﹤0.01%
1,187
-164
1274
$80K ﹤0.01%
+2,919
1275
$80K ﹤0.01%
6,107
49 50
51
52 53