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
1701
$29K ﹤0.01%
2,958
1702
$29K ﹤0.01%
509
+2
1703
$29K ﹤0.01%
543
-43
1704
$29K ﹤0.01%
+560
1705
$29K ﹤0.01%
+1,119
1706
$29K ﹤0.01%
1,000
1707
$29K ﹤0.01%
+1,025
1708
$29K ﹤0.01%
+726
1709
$28K ﹤0.01%
1,450
-1,166
1710
$28K ﹤0.01%
284
-177
1711
$28K ﹤0.01%
2,516
1712
$28K ﹤0.01%
7,362
+82
1713
$28K ﹤0.01%
1,400
1714
$28K ﹤0.01%
942
-430
1715
$28K ﹤0.01%
602
+360
1716
$28K ﹤0.01%
867
-143,691
1717
$28K ﹤0.01%
932
-31,018
1718
$28K ﹤0.01%
345
-240
1719
$27K ﹤0.01%
479
-1,179
1720
$27K ﹤0.01%
4,454
1721
$27K ﹤0.01%
950
1722
$27K ﹤0.01%
1,918
1723
$27K ﹤0.01%
2,395
+893
1724
$27K ﹤0.01%
+1,000
1725
$27K ﹤0.01%
842
67 68
69
70 71