SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$18.8M
2
+$15.1M
3
+$12.7M
4
ALGN icon
Align Technology
ALGN
+$11M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$10.4M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.3M
4
CAT icon
Caterpillar
CAT
+$11.3M
5
TRV icon
Travelers Companies
TRV
+$9.79M

Sector Composition

1 Technology 13.33%
2 Consumer Discretionary 8.27%
3 Financials 7.19%
4 Healthcare 5.94%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$20K ﹤0.01%
228
-83
1852
$20K ﹤0.01%
580
1853
$20K ﹤0.01%
1,173
+257
1854
$20K ﹤0.01%
+2,300
1855
$20K ﹤0.01%
803
1856
$20K ﹤0.01%
257
1857
$20K ﹤0.01%
1,337
+24
1858
$20K ﹤0.01%
475
-636
1859
$20K ﹤0.01%
1,278
1860
$20K ﹤0.01%
959
1861
$20K ﹤0.01%
242
1862
$20K ﹤0.01%
575
1863
$19K ﹤0.01%
+2,000
1864
$19K ﹤0.01%
500
1865
$19K ﹤0.01%
1,200
1866
$19K ﹤0.01%
57
1867
$19K ﹤0.01%
500
1868
$19K ﹤0.01%
125
+10
1869
$19K ﹤0.01%
125
1870
$19K ﹤0.01%
+745
1871
$19K ﹤0.01%
+500
1872
$19K ﹤0.01%
318
+138
1873
$19K ﹤0.01%
735
-150
1874
$19K ﹤0.01%
388
1875
$19K ﹤0.01%
+450
73 74
75
76 77