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
1801
$23K ﹤0.01%
637
+3
1802
$23K ﹤0.01%
314
-191
1803
$23K ﹤0.01%
456
1804
$23K ﹤0.01%
890
-600
1805
$23K ﹤0.01%
198
1806
$23K ﹤0.01%
584
1807
$23K ﹤0.01%
876
1808
$23K ﹤0.01%
+440
1809
$23K ﹤0.01%
1,200
-50
1810
$23K ﹤0.01%
500
1811
$22K ﹤0.01%
2,187
+2,000
1812
$22K ﹤0.01%
852
+335
1813
$22K ﹤0.01%
4,400
-600
1814
$22K ﹤0.01%
424
-709
1815
$22K ﹤0.01%
374
1816
$22K ﹤0.01%
924
1817
$22K ﹤0.01%
1,000
1818
$22K ﹤0.01%
686
+423
1819
$22K ﹤0.01%
+4,100
1820
$22K ﹤0.01%
2,045
+35
1821
$22K ﹤0.01%
2,631
-3,000
1822
$22K ﹤0.01%
+600
1823
$22K ﹤0.01%
100
+37
1824
$22K ﹤0.01%
1,529
+136
1825
$22K ﹤0.01%
830
+160
71 72
73
74 75