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
1726
$27K ﹤0.01%
1,922
1727
$27K ﹤0.01%
106
+24
1728
$27K ﹤0.01%
340
1729
$27K ﹤0.01%
565
-107
1730
$27K ﹤0.01%
624
1731
$27K ﹤0.01%
660
-15
1732
$27K ﹤0.01%
390
+1
1733
$27K ﹤0.01%
254
1734
$26K ﹤0.01%
240
+54
1735
$26K ﹤0.01%
3,316
1736
$26K ﹤0.01%
296
+28
1737
$26K ﹤0.01%
577
1738
$26K ﹤0.01%
1,600
-1,600
1739
$26K ﹤0.01%
6,511
1740
$26K ﹤0.01%
123
+48
1741
$26K ﹤0.01%
231
1742
$26K ﹤0.01%
248
+60
1743
$26K ﹤0.01%
395
1744
$26K ﹤0.01%
+217
1745
$26K ﹤0.01%
781
1746
$26K ﹤0.01%
1,384
1747
$26K ﹤0.01%
+170
1748
$26K ﹤0.01%
111
+38
1749
$26K ﹤0.01%
5,200
1750
$26K ﹤0.01%
447
68 69
70
71 72