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
1501
$47K ﹤0.01%
1,740
+21
1502
$47K ﹤0.01%
410
1503
$47K ﹤0.01%
+876
1504
$46K ﹤0.01%
5,196
+1,099
1505
$46K ﹤0.01%
+2,700
1506
$46K ﹤0.01%
468
1507
$46K ﹤0.01%
2,786
1508
$45K ﹤0.01%
900
1509
$45K ﹤0.01%
+447
1510
$45K ﹤0.01%
2,281
+800
1511
$45K ﹤0.01%
1,000
1512
$45K ﹤0.01%
900
1513
$45K ﹤0.01%
957
-43
1514
$45K ﹤0.01%
2,257
+2,243
1515
$45K ﹤0.01%
+50,000
1516
$45K ﹤0.01%
301
+133
1517
$45K ﹤0.01%
214
-30
1518
$44K ﹤0.01%
+810
1519
$44K ﹤0.01%
1,312
+490
1520
$44K ﹤0.01%
572
1521
$44K ﹤0.01%
557
-160
1522
$44K ﹤0.01%
850
1523
$44K ﹤0.01%
+651
1524
$44K ﹤0.01%
1,042
-504
1525
$44K ﹤0.01%
650
59 60
61
62 63