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
1301
$76K ﹤0.01%
7,609
1302
$76K ﹤0.01%
1,800
+300
1303
$76K ﹤0.01%
1,265
-3,538
1304
$76K ﹤0.01%
440
-303
1305
$75K ﹤0.01%
1,000
1306
$75K ﹤0.01%
1,232
+10
1307
$75K ﹤0.01%
1,366
1308
$75K ﹤0.01%
2,122
+1,600
1309
$75K ﹤0.01%
210
-17
1310
$74K ﹤0.01%
420
1311
$74K ﹤0.01%
3,060
1312
$74K ﹤0.01%
1,703
1313
$73K ﹤0.01%
487
+13
1314
$73K ﹤0.01%
836
+500
1315
$73K ﹤0.01%
1,200
1316
$73K ﹤0.01%
1,138
1317
$73K ﹤0.01%
6,930
+710
1318
$73K ﹤0.01%
764
+40
1319
$73K ﹤0.01%
1,461
+300
1320
$73K ﹤0.01%
1,522
-43
1321
$72K ﹤0.01%
1,292
-880
1322
$72K ﹤0.01%
6,359
1323
$72K ﹤0.01%
14,540
1324
$72K ﹤0.01%
700
+345
1325
$72K ﹤0.01%
2,253
+93
51 52
53
54 55