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
1451
$53K ﹤0.01%
2,525
+425
1452
$53K ﹤0.01%
412
1453
$53K ﹤0.01%
2,375
1454
$53K ﹤0.01%
4,000
-9,200
1455
$53K ﹤0.01%
312
1456
$53K ﹤0.01%
680
-617
1457
$52K ﹤0.01%
11,200
+7,000
1458
$52K ﹤0.01%
730
1459
$52K ﹤0.01%
977
1460
$52K ﹤0.01%
644
-20
1461
$52K ﹤0.01%
539
+371
1462
$52K ﹤0.01%
1,000
+200
1463
$52K ﹤0.01%
4,056
+19
1464
$51K ﹤0.01%
2,310
1465
$51K ﹤0.01%
1,023
1466
$51K ﹤0.01%
1,372
+309
1467
$51K ﹤0.01%
37,500
-20,000
1468
$51K ﹤0.01%
20,648
-730
1469
$50K ﹤0.01%
335
1470
$50K ﹤0.01%
1,139
+7
1471
$50K ﹤0.01%
4,280
+1
1472
$50K ﹤0.01%
758
1473
$50K ﹤0.01%
2,098
+1
1474
$50K ﹤0.01%
+414
1475
$50K ﹤0.01%
2,206
+710
57 58
59
60 61