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
1401
$60K ﹤0.01%
450
+250
1402
$60K ﹤0.01%
1,002
1403
$59K ﹤0.01%
763
+336
1404
$58K ﹤0.01%
822
1405
$58K ﹤0.01%
1,951
+160
1406
$58K ﹤0.01%
1,228
1407
$58K ﹤0.01%
4,200
1408
$58K ﹤0.01%
1,136
1409
$58K ﹤0.01%
+700
1410
$58K ﹤0.01%
295
+173
1411
$57K ﹤0.01%
3,500
1412
$57K ﹤0.01%
4,026
-100
1413
$57K ﹤0.01%
828
1414
$57K ﹤0.01%
8,000
-16,000
1415
$57K ﹤0.01%
1,556
+2
1416
$57K ﹤0.01%
434
+36
1417
$57K ﹤0.01%
85
+4
1418
$57K ﹤0.01%
355
1419
$57K ﹤0.01%
1,337
1420
$57K ﹤0.01%
262
+20
1421
$56K ﹤0.01%
12,782
1422
$56K ﹤0.01%
1,656
1423
$56K ﹤0.01%
7,466
-1,810
1424
$56K ﹤0.01%
2,600
1425
$56K ﹤0.01%
1,071
+966
55 56
57
58 59