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
1551
$42K ﹤0.01%
607
-117
1552
$42K ﹤0.01%
+598
1553
$42K ﹤0.01%
1,468
+758
1554
$42K ﹤0.01%
+940
1555
$42K ﹤0.01%
+2,000
1556
$41K ﹤0.01%
2,240
+50
1557
$41K ﹤0.01%
1,092
1558
$41K ﹤0.01%
500
1559
$41K ﹤0.01%
1,000
1560
$41K ﹤0.01%
1,188
+11
1561
$41K ﹤0.01%
2,496
1562
$41K ﹤0.01%
500
1563
$41K ﹤0.01%
880
-518
1564
$41K ﹤0.01%
289
1565
$41K ﹤0.01%
606
+303
1566
$40K ﹤0.01%
482
+75
1567
$40K ﹤0.01%
2,147
+2,047
1568
$40K ﹤0.01%
650
1569
$40K ﹤0.01%
1,497
+105
1570
$39K ﹤0.01%
700
1571
$39K ﹤0.01%
790
-650
1572
$39K ﹤0.01%
+1,616
1573
$39K ﹤0.01%
1,182
+92
1574
$39K ﹤0.01%
1,000
1575
$39K ﹤0.01%
574
61 62
63
64 65