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
1276
$80K ﹤0.01%
7,729
+6
1277
$79K ﹤0.01%
1,188
+2
1278
$79K ﹤0.01%
2,392
+8
1279
$79K ﹤0.01%
2,682
1280
$79K ﹤0.01%
693
-237
1281
$79K ﹤0.01%
4,700
1282
$79K ﹤0.01%
4,989
1283
$78K ﹤0.01%
3,049
1284
$78K ﹤0.01%
2,694
+1,602
1285
$78K ﹤0.01%
5,485
+12
1286
$78K ﹤0.01%
5,052
1287
$78K ﹤0.01%
3,016
+992
1288
$78K ﹤0.01%
1,588
1289
$78K ﹤0.01%
3,873
+2,506
1290
$78K ﹤0.01%
2,768
+12
1291
$77K ﹤0.01%
1,631
+395
1292
$77K ﹤0.01%
3,068
1293
$77K ﹤0.01%
4,956
+264
1294
$77K ﹤0.01%
864
+190
1295
$77K ﹤0.01%
468
+21
1296
$77K ﹤0.01%
1,642
1297
$77K ﹤0.01%
1,755
1298
$77K ﹤0.01%
8,000
1299
$76K ﹤0.01%
757
1300
$76K ﹤0.01%
676
+65
50 51
52
53 54