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
1526
$44K ﹤0.01%
785
+88
1527
$44K ﹤0.01%
1,128
-225
1528
$44K ﹤0.01%
536
1529
$44K ﹤0.01%
402
1530
$44K ﹤0.01%
254
1531
$44K ﹤0.01%
1,842
1532
$44K ﹤0.01%
1,050
-994
1533
$43K ﹤0.01%
3,120
1534
$43K ﹤0.01%
213
+36
1535
$43K ﹤0.01%
1,260
+8
1536
$43K ﹤0.01%
850
+250
1537
$43K ﹤0.01%
2,391
+700
1538
$43K ﹤0.01%
+1,280
1539
$42K ﹤0.01%
600
+55
1540
$42K ﹤0.01%
523
+102
1541
$42K ﹤0.01%
1,100
-109
1542
$42K ﹤0.01%
783
1543
$42K ﹤0.01%
+899
1544
$42K ﹤0.01%
3,086
-1,184
1545
$42K ﹤0.01%
684
+60
1546
$42K ﹤0.01%
252
1547
$42K ﹤0.01%
640
-20
1548
$42K ﹤0.01%
4,255
+100
1549
$42K ﹤0.01%
775
+17
1550
$42K ﹤0.01%
340
+254
60 61
62
63 64