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
1601
$37K ﹤0.01%
2,300
1602
$36K ﹤0.01%
4,407
-756
1603
$36K ﹤0.01%
650
-26
1604
$36K ﹤0.01%
384
1605
$36K ﹤0.01%
694
+2
1606
$36K ﹤0.01%
1,439
-6,596
1607
$36K ﹤0.01%
+305
1608
$36K ﹤0.01%
1,483
-250
1609
$36K ﹤0.01%
346
1610
$36K ﹤0.01%
604
1611
$36K ﹤0.01%
1,700
1612
$36K ﹤0.01%
1,146
1613
$36K ﹤0.01%
1,250
1614
$36K ﹤0.01%
2,317
1615
$35K ﹤0.01%
313
-346
1616
$35K ﹤0.01%
2,890
+27
1617
$35K ﹤0.01%
752
1618
$35K ﹤0.01%
6,600
1619
$35K ﹤0.01%
441
-146
1620
$35K ﹤0.01%
600
1621
$35K ﹤0.01%
1,160
1622
$35K ﹤0.01%
1,177
-789
1623
$35K ﹤0.01%
428
+80
1624
$35K ﹤0.01%
300
1625
$35K ﹤0.01%
341
-86
63 64
65
66 67