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
1876
$19K ﹤0.01%
4,988
+3,000
1877
$19K ﹤0.01%
5,331
1878
$19K ﹤0.01%
700
1879
$19K ﹤0.01%
2,256
1880
$19K ﹤0.01%
2,000
1881
$19K ﹤0.01%
357
1882
$18K ﹤0.01%
800
1883
$18K ﹤0.01%
236
+36
1884
$18K ﹤0.01%
248
-247
1885
$18K ﹤0.01%
+600
1886
$18K ﹤0.01%
299
1887
$18K ﹤0.01%
740
+8
1888
$18K ﹤0.01%
892
-2,512
1889
$18K ﹤0.01%
458
1890
$18K ﹤0.01%
233
1891
$18K ﹤0.01%
1,966
1892
$18K ﹤0.01%
200
-200
1893
$18K ﹤0.01%
400
1894
$18K ﹤0.01%
499
1895
$18K ﹤0.01%
+1,000
1896
$18K ﹤0.01%
600
1897
$18K ﹤0.01%
381
1898
$18K ﹤0.01%
300
1899
$18K ﹤0.01%
308
-207
1900
$18K ﹤0.01%
1,097
74 75
76
77 78