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
151
$5.85M 0.16%
50,361
+103
152
$5.8M 0.15%
221,677
-7,567
153
$5.78M 0.15%
24,496
+553
154
$5.69M 0.15%
16,499
-827
155
$5.59M 0.15%
34,050
+1,727
156
$5.51M 0.15%
22,858
+176
157
$5.28M 0.14%
105,638
-106,877
158
$5.28M 0.14%
43,550
+1,555
159
$5.25M 0.14%
108,250
+1,820
160
$5.23M 0.14%
23,487
+1,517
161
$5.12M 0.14%
50,488
+703
162
$4.86M 0.13%
36,543
-9,517
163
$4.81M 0.13%
32,102
+2,269
164
$4.79M 0.13%
21,693
-1,739
165
$4.72M 0.13%
35,871
+8,387
166
$4.63M 0.12%
61,628
-2,435
167
$4.61M 0.12%
81,399
+26,283
168
$4.44M 0.12%
37,281
-220
169
$4.37M 0.12%
50,783
+3,057
170
$4.34M 0.12%
91,561
+8,346
171
$4.33M 0.11%
79,488
+235
172
$4.29M 0.11%
39,706
+3,045
173
$4.26M 0.11%
109,344
+1,274
174
$4.24M 0.11%
117,500
+8,450
175
$4.19M 0.11%
69,875
+23,448
5 6
7
8 9