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
1476
$50K ﹤0.01%
12,020
+160
1477
$50K ﹤0.01%
2,795
+150
1478
$50K ﹤0.01%
3,650
1479
$49K ﹤0.01%
4,000
1480
$49K ﹤0.01%
1,582
1481
$49K ﹤0.01%
990
+255
1482
$49K ﹤0.01%
469
+50
1483
$49K ﹤0.01%
2,100
1484
$49K ﹤0.01%
765
1485
$48K ﹤0.01%
1,000
1486
$48K ﹤0.01%
1,200
-501
1487
$48K ﹤0.01%
424
1488
$48K ﹤0.01%
2,815
1489
$48K ﹤0.01%
1,920
1490
$48K ﹤0.01%
398
+23
1491
$48K ﹤0.01%
316
1492
$48K ﹤0.01%
150
+13
1493
$48K ﹤0.01%
2,572
+360
1494
$48K ﹤0.01%
383
+30
1495
$47K ﹤0.01%
359
1496
$47K ﹤0.01%
898
-800
1497
$47K ﹤0.01%
960
-970
1498
$47K ﹤0.01%
1,720
+400
1499
$47K ﹤0.01%
258
1500
$47K ﹤0.01%
142
-4
58 59
60
61 62