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
1751
$26K ﹤0.01%
169
1752
$26K ﹤0.01%
588
+295
1753
$26K ﹤0.01%
261
1754
$26K ﹤0.01%
629
+240
1755
$25K ﹤0.01%
703
+5
1756
$25K ﹤0.01%
53
+3
1757
$25K ﹤0.01%
5,410
1758
$25K ﹤0.01%
253
1759
$25K ﹤0.01%
159
+33
1760
$25K ﹤0.01%
+691
1761
$25K ﹤0.01%
142
1762
$25K ﹤0.01%
1,087
1763
$25K ﹤0.01%
1,025
1764
$25K ﹤0.01%
+800
1765
$25K ﹤0.01%
567
-94
1766
$25K ﹤0.01%
737
1767
$25K ﹤0.01%
1,394
1768
$25K ﹤0.01%
333
1769
$25K ﹤0.01%
1,911
-114
1770
$25K ﹤0.01%
1,727
+46
1771
$25K ﹤0.01%
525
1772
$25K ﹤0.01%
500
1773
$24K ﹤0.01%
234
-96
1774
$24K ﹤0.01%
18,000
+4,000
1775
$24K ﹤0.01%
554
-42
69 70
71
72 73