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
1376
$64K ﹤0.01%
946
+6
1377
$64K ﹤0.01%
3,647
1378
$64K ﹤0.01%
741
+39
1379
$63K ﹤0.01%
1,050
1380
$63K ﹤0.01%
5,065
+2,000
1381
$63K ﹤0.01%
3,522
+8
1382
$63K ﹤0.01%
1,552
1383
$63K ﹤0.01%
1,300
1384
$63K ﹤0.01%
4,812
1385
$63K ﹤0.01%
733
+7
1386
$62K ﹤0.01%
235
1387
$62K ﹤0.01%
1,478
1388
$62K ﹤0.01%
1,640
1389
$62K ﹤0.01%
2,625
+99
1390
$62K ﹤0.01%
1,009
+30
1391
$62K ﹤0.01%
6,115
+70
1392
$62K ﹤0.01%
1,289
1393
$61K ﹤0.01%
5,050
-1,000
1394
$61K ﹤0.01%
1,355
-76
1395
$61K ﹤0.01%
1,121
-19
1396
$61K ﹤0.01%
1,117
1397
$61K ﹤0.01%
2,065
1398
$61K ﹤0.01%
17,800
-3,198
1399
$60K ﹤0.01%
421
+19
1400
$60K ﹤0.01%
1,434
+737
54 55
56
57 58