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
1676
$31K ﹤0.01%
250
-684
1677
$31K ﹤0.01%
267
-159
1678
$31K ﹤0.01%
642
1679
$30K ﹤0.01%
1,970
-14,146
1680
$30K ﹤0.01%
310
1681
$30K ﹤0.01%
268
+70
1682
$30K ﹤0.01%
1,099
1683
$30K ﹤0.01%
612
1684
$30K ﹤0.01%
2,828
1685
$30K ﹤0.01%
950
1686
$30K ﹤0.01%
836
+400
1687
$30K ﹤0.01%
125
1688
$30K ﹤0.01%
3,698
-3,425
1689
$30K ﹤0.01%
374
1690
$30K ﹤0.01%
1,700
1691
$30K ﹤0.01%
750
1692
$30K ﹤0.01%
785
+9
1693
$30K ﹤0.01%
+983
1694
$30K ﹤0.01%
350
+250
1695
$30K ﹤0.01%
1,826
1696
$29K ﹤0.01%
900
1697
$29K ﹤0.01%
245
+3
1698
$29K ﹤0.01%
440
+2
1699
$29K ﹤0.01%
600
1700
$29K ﹤0.01%
522
+484
66 67
68
69 70