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
1426
$56K ﹤0.01%
272
+3
1427
$55K ﹤0.01%
999
1428
$55K ﹤0.01%
287
+15
1429
$55K ﹤0.01%
1,495
+11
1430
$55K ﹤0.01%
1,098
-440
1431
$55K ﹤0.01%
1,186
1432
$55K ﹤0.01%
1,374
1433
$55K ﹤0.01%
4,830
1434
$55K ﹤0.01%
210
-3
1435
$55K ﹤0.01%
900
1436
$55K ﹤0.01%
493
1437
$55K ﹤0.01%
+2,035
1438
$55K ﹤0.01%
2,521
-2,065
1439
$55K ﹤0.01%
400
+100
1440
$54K ﹤0.01%
538
1441
$54K ﹤0.01%
495
-32
1442
$54K ﹤0.01%
1,737
1443
$54K ﹤0.01%
680
-248
1444
$54K ﹤0.01%
1,200
-1,500
1445
$54K ﹤0.01%
13,000
-10,000
1446
$54K ﹤0.01%
+8,020
1447
$53K ﹤0.01%
1,438
+1,278
1448
$53K ﹤0.01%
3,546
1449
$53K ﹤0.01%
2,928
1450
$53K ﹤0.01%
3,357
56 57
58
59 60