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
1951
$15K ﹤0.01%
369
-381
1952
$15K ﹤0.01%
550
+500
1953
$15K ﹤0.01%
3,377
+161
1954
$15K ﹤0.01%
+230
1955
$15K ﹤0.01%
+216
1956
$15K ﹤0.01%
144
1957
$15K ﹤0.01%
+300
1958
$15K ﹤0.01%
612
+20
1959
$15K ﹤0.01%
184
1960
$15K ﹤0.01%
1,900
1961
$15K ﹤0.01%
1,475
1962
$15K ﹤0.01%
500
-115
1963
$15K ﹤0.01%
175
1964
$15K ﹤0.01%
+5,000
1965
$15K ﹤0.01%
930
+430
1966
$15K ﹤0.01%
100
1967
$15K ﹤0.01%
2,620
+800
1968
$15K ﹤0.01%
656
-386
1969
$15K ﹤0.01%
2,000
-1,300
1970
$15K ﹤0.01%
604
1971
$15K ﹤0.01%
300
1972
$15K ﹤0.01%
533
1973
$15K ﹤0.01%
138
-185
1974
$15K ﹤0.01%
397
1975
$15K ﹤0.01%
2,000
77 78
79
80 81