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
1926
$17K ﹤0.01%
400
1927
$17K ﹤0.01%
1,435
1928
$17K ﹤0.01%
573
+5
1929
$17K ﹤0.01%
1,334
1930
$17K ﹤0.01%
+400
1931
$16K ﹤0.01%
350
+50
1932
$16K ﹤0.01%
211
1933
$16K ﹤0.01%
132
+40
1934
$16K ﹤0.01%
+300
1935
$16K ﹤0.01%
520
1936
$16K ﹤0.01%
398
+198
1937
$16K ﹤0.01%
56
+7
1938
$16K ﹤0.01%
175
+153
1939
$16K ﹤0.01%
169
1940
$16K ﹤0.01%
+515
1941
$16K ﹤0.01%
400
1942
$16K ﹤0.01%
475
1943
$16K ﹤0.01%
62
-8
1944
$16K ﹤0.01%
133
1945
$16K ﹤0.01%
390
+90
1946
$16K ﹤0.01%
846
+1
1947
$16K ﹤0.01%
2,200
1948
$16K ﹤0.01%
906
1949
$15K ﹤0.01%
530
-250
1950
$15K ﹤0.01%
561
76 77
78
79 80