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
1626
$35K ﹤0.01%
2,257
+48
1627
$35K ﹤0.01%
5,857
+52
1628
$35K ﹤0.01%
2,270
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%
423
-11
1644
$33K ﹤0.01%
+1,317
1645
$33K ﹤0.01%
1,100
+1,000
1646
$33K ﹤0.01%
500
-300
1647
$33K ﹤0.01%
666
1648
$33K ﹤0.01%
751
-160
1649
$33K ﹤0.01%
124
-400
1650
$33K ﹤0.01%
+513
64 65
66
67 68