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
1926
$17K ﹤0.01%
3,783
+63
1927
$17K ﹤0.01%
155
1928
$17K ﹤0.01%
774
1929
$17K ﹤0.01%
1,132
1930
$17K ﹤0.01%
610
1931
$16K ﹤0.01%
+515
1932
$16K ﹤0.01%
400
1933
$16K ﹤0.01%
475
1934
$16K ﹤0.01%
62
-8
1935
$16K ﹤0.01%
133
1936
$16K ﹤0.01%
2,200
1937
$16K ﹤0.01%
906
1938
$16K ﹤0.01%
390
+90
1939
$16K ﹤0.01%
846
+1
1940
$16K ﹤0.01%
132
+40
1941
$16K ﹤0.01%
+300
1942
$16K ﹤0.01%
520
1943
$16K ﹤0.01%
398
+198
1944
$16K ﹤0.01%
350
+50
1945
$16K ﹤0.01%
211
1946
$16K ﹤0.01%
56
+7
1947
$16K ﹤0.01%
175
+153
1948
$16K ﹤0.01%
169
1949
$15K ﹤0.01%
144
1950
$15K ﹤0.01%
+300
76 77
78
79 80