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
1951
$15K ﹤0.01%
612
+20
1952
$15K ﹤0.01%
184
1953
$15K ﹤0.01%
1,900
1954
$15K ﹤0.01%
1,475
1955
$15K ﹤0.01%
530
-250
1956
$15K ﹤0.01%
561
1957
$15K ﹤0.01%
369
-381
1958
$15K ﹤0.01%
550
+500
1959
$15K ﹤0.01%
500
-115
1960
$15K ﹤0.01%
175
1961
$15K ﹤0.01%
+5,000
1962
$15K ﹤0.01%
930
+430
1963
$15K ﹤0.01%
100
1964
$15K ﹤0.01%
2,620
+800
1965
$15K ﹤0.01%
656
-386
1966
$15K ﹤0.01%
2,000
-1,300
1967
$15K ﹤0.01%
604
1968
$15K ﹤0.01%
300
1969
$15K ﹤0.01%
533
1970
$15K ﹤0.01%
138
-185
1971
$15K ﹤0.01%
3,377
+161
1972
$15K ﹤0.01%
+230
1973
$15K ﹤0.01%
+216
1974
$15K ﹤0.01%
397
1975
$15K ﹤0.01%
2,000
77 78
79
80 81