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
1901
$18K ﹤0.01%
600
+300
1902
$18K ﹤0.01%
536
-137
1903
$18K ﹤0.01%
588
1904
$18K ﹤0.01%
500
1905
$18K ﹤0.01%
445
1906
$18K ﹤0.01%
148
1907
$18K ﹤0.01%
200
-25
1908
$18K ﹤0.01%
156
1909
$18K ﹤0.01%
420
1910
$18K ﹤0.01%
1,900
-400
1911
$18K ﹤0.01%
4,000
1912
$18K ﹤0.01%
1,528
+10
1913
$18K ﹤0.01%
734
1914
$17K ﹤0.01%
+550
1915
$17K ﹤0.01%
+707
1916
$17K ﹤0.01%
+500
1917
$17K ﹤0.01%
400
1918
$17K ﹤0.01%
1,435
1919
$17K ﹤0.01%
573
+5
1920
$17K ﹤0.01%
1,334
1921
$17K ﹤0.01%
+400
1922
$17K ﹤0.01%
142
+69
1923
$17K ﹤0.01%
722
1924
– –
0
1925
$17K ﹤0.01%
471
75 76
77
78 79