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
1651
$33K ﹤0.01%
157
1652
$32K ﹤0.01%
+832
1653
$32K ﹤0.01%
628
1654
$32K ﹤0.01%
454
1655
$32K ﹤0.01%
209
1656
$32K ﹤0.01%
+278
1657
$32K ﹤0.01%
1,174
1658
$32K ﹤0.01%
+1,012
1659
$32K ﹤0.01%
758
1660
$32K ﹤0.01%
679
1661
$32K ﹤0.01%
4,574
+42
1662
$32K ﹤0.01%
2,364
1663
$32K ﹤0.01%
529
1664
$32K ﹤0.01%
2,140
1665
$31K ﹤0.01%
1,211
+950
1666
$31K ﹤0.01%
1,170
1667
$31K ﹤0.01%
950
1668
$31K ﹤0.01%
660
-260
1669
$31K ﹤0.01%
794
1670
$31K ﹤0.01%
1,068
1671
$31K ﹤0.01%
666
1672
$31K ﹤0.01%
200
1673
$31K ﹤0.01%
2,460
+160
1674
$31K ﹤0.01%
352
-300
1675
$31K ﹤0.01%
6,973
+187
65 66
67
68 69