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
1326
$72K ﹤0.01%
800
1327
$71K ﹤0.01%
1,117
-2,277
1328
$71K ﹤0.01%
1,834
-1,163
1329
$71K ﹤0.01%
8,200
1330
$71K ﹤0.01%
5,460
1331
$71K ﹤0.01%
5,188
1332
$70K ﹤0.01%
5,141
1333
$70K ﹤0.01%
541
1334
$70K ﹤0.01%
1,302
+478
1335
$70K ﹤0.01%
2,730
1336
$70K ﹤0.01%
799
-15
1337
$69K ﹤0.01%
1,400
1338
$69K ﹤0.01%
182
+58
1339
$69K ﹤0.01%
14,500
-3,000
1340
$69K ﹤0.01%
262
1341
$69K ﹤0.01%
4,708
+4
1342
$69K ﹤0.01%
2,738
1343
$69K ﹤0.01%
636
1344
$68K ﹤0.01%
446
1345
$68K ﹤0.01%
5,600
-2,400
1346
$68K ﹤0.01%
4,080
1347
$68K ﹤0.01%
545
1348
$68K ﹤0.01%
1,165
-359
1349
$68K ﹤0.01%
4,000
1350
$68K ﹤0.01%
1,226
+40
52 53
54
55 56