SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$18.8M
2
+$15.1M
3
+$12.7M
4
ALGN icon
Align Technology
ALGN
+$11M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.4M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRV icon
Travelers Companies
TRV
+$9.79M

Sector Composition

1 Technology 13.33%
2 Consumer Discretionary 8.27%
3 Financials 7.19%
4 Healthcare 5.94%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$35K ﹤0.01%
313
-346
1627
$35K ﹤0.01%
341
-86
1628
$35K ﹤0.01%
2,257
+48
1629
$34K ﹤0.01%
1,500
+400
1630
$34K ﹤0.01%
1,541
1631
$34K ﹤0.01%
242
-41
1632
$34K ﹤0.01%
1,167
+107
1633
$34K ﹤0.01%
292
1634
$34K ﹤0.01%
1,340
1635
$34K ﹤0.01%
1,494
+18
1636
$34K ﹤0.01%
206
-60
1637
$34K ﹤0.01%
1,195
+620
1638
$34K ﹤0.01%
283
1639
$34K ﹤0.01%
1,140
-904
1640
$34K ﹤0.01%
710
-700
1641
$34K ﹤0.01%
1,457
-220
1642
$34K ﹤0.01%
665
1643
$33K ﹤0.01%
1,100
+1,000
1644
$33K ﹤0.01%
500
-300
1645
$33K ﹤0.01%
666
1646
$33K ﹤0.01%
751
-160
1647
$33K ﹤0.01%
124
-400
1648
$33K ﹤0.01%
+513
1649
$33K ﹤0.01%
157
1650
$33K ﹤0.01%
423
-11
64 65
66
67 68