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
1776
$24K ﹤0.01%
+509
1777
$24K ﹤0.01%
435
+200
1778
$24K ﹤0.01%
1,946
+7
1779
$24K ﹤0.01%
90
1780
$24K ﹤0.01%
4,174
-157
1781
$24K ﹤0.01%
2,680
1782
$24K ﹤0.01%
349
-3,035
1783
$24K ﹤0.01%
+884
1784
$24K ﹤0.01%
500
1785
$24K ﹤0.01%
300
1786
$24K ﹤0.01%
766
+4
1787
$24K ﹤0.01%
+124
1788
$24K ﹤0.01%
80
1789
$24K ﹤0.01%
3,000
1790
$23K ﹤0.01%
511
1791
$23K ﹤0.01%
750
1792
$23K ﹤0.01%
378
+81
1793
$23K ﹤0.01%
701
1794
$23K ﹤0.01%
50
1795
$23K ﹤0.01%
+547
1796
$23K ﹤0.01%
723
+3
1797
$23K ﹤0.01%
139
-1,135
1798
$23K ﹤0.01%
420
1799
$23K ﹤0.01%
100
1800
$23K ﹤0.01%
1,943
+695
70 71
72
73 74