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
1351
$68K ﹤0.01%
3,597
-2,033
1352
$68K ﹤0.01%
17,350
1353
$67K ﹤0.01%
540
-74
1354
$67K ﹤0.01%
6,287
-17,552
1355
$67K ﹤0.01%
13
1356
$67K ﹤0.01%
275
-22
1357
$67K ﹤0.01%
+1,500
1358
$66K ﹤0.01%
2,225
1359
$66K ﹤0.01%
911
+3
1360
$66K ﹤0.01%
1,120
1361
$66K ﹤0.01%
440
-58
1362
$66K ﹤0.01%
980
1363
$66K ﹤0.01%
1,320
1364
$65K ﹤0.01%
1,023
+100
1365
$65K ﹤0.01%
1,052
-432
1366
$65K ﹤0.01%
800
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1367
$65K ﹤0.01%
2,268
1368
$65K ﹤0.01%
987
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1369
$64K ﹤0.01%
615
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1370
$64K ﹤0.01%
364
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1371
$64K ﹤0.01%
543
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1372
$64K ﹤0.01%
1,565
+200
1373
$64K ﹤0.01%
537
1374
$64K ﹤0.01%
373
-5
1375
$64K ﹤0.01%
1,691
+26
53 54
55
56 57