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
1576
$39K ﹤0.01%
370
+1
1577
$39K ﹤0.01%
1,500
1578
$38K ﹤0.01%
425
1579
$38K ﹤0.01%
2
1580
$38K ﹤0.01%
7,950
-1,975
1581
$38K ﹤0.01%
1,300
-1,000
1582
$38K ﹤0.01%
1,180
+200
1583
$38K ﹤0.01%
856
1584
$38K ﹤0.01%
1,105
+128
1585
$38K ﹤0.01%
600
1586
$38K ﹤0.01%
1,550
1587
$38K ﹤0.01%
1,045
-60
1588
$38K ﹤0.01%
710
1589
$38K ﹤0.01%
2,700
-2,300
1590
$38K ﹤0.01%
195
-291
1591
$37K ﹤0.01%
2,111
1592
$37K ﹤0.01%
80
+60
1593
$37K ﹤0.01%
1,000
1594
$37K ﹤0.01%
2,213
1595
$37K ﹤0.01%
1,214
1596
$37K ﹤0.01%
369
1597
$37K ﹤0.01%
561
1598
$37K ﹤0.01%
308
1599
$37K ﹤0.01%
808
+481
1600
$37K ﹤0.01%
470
62 63
64
65 66