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
126
$7.55M 0.2%
17,380
+17,292
127
$7.53M 0.2%
49,026
-5,458
128
$7.52M 0.2%
139,183
+5,519
129
$7.43M 0.2%
94,363
-968
130
$7.38M 0.2%
125,407
+45,233
131
$7.08M 0.19%
65,685
-3,038
132
$7.04M 0.19%
12,196
-268
133
$6.93M 0.18%
64,409
+76
134
$6.82M 0.18%
113,862
+1,079
135
$6.56M 0.17%
231,237
+4,852
136
$6.56M 0.17%
53,368
+737
137
$6.51M 0.17%
33,544
+1,259
138
$6.41M 0.17%
42,625
+415
139
$6.34M 0.17%
163,187
+44,898
140
$6.19M 0.16%
121,426
-19,361
141
$6.17M 0.16%
112,862
-30,046
142
$6.13M 0.16%
166,744
+9,802
143
$6.1M 0.16%
34,007
+64
144
$6.07M 0.16%
110,871
-2,959
145
$6.05M 0.16%
75,738
+348
146
$6.01M 0.16%
212,480
+3,722
147
$5.98M 0.16%
20,623
+134
148
$5.97M 0.16%
58,702
+1,714
149
$5.89M 0.16%
91,557
+10,438
150
$5.87M 0.16%
71,169
+10,819
4 5
6
7 8