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
176
$4.17M 0.11%
41,357
+471
177
$4.16M 0.11%
17,205
-21
178
$4.16M 0.11%
74,026
+27
179
$4.12M 0.11%
89,880
-19,729
180
$4.1M 0.11%
15,200
+356
181
$4.04M 0.11%
237,772
+42,544
182
$4.02M 0.11%
76,637
-724
183
$4M 0.11%
15,079
-401
184
$4M 0.11%
36,140
+879
185
$3.99M 0.11%
79,267
-9,073
186
$3.94M 0.1%
55,659
+909
187
$3.93M 0.1%
52,548
+748
188
$3.93M 0.1%
58,979
+868
189
$3.89M 0.1%
19,045
+275
190
$3.85M 0.1%
34,686
+34,218
191
$3.84M 0.1%
20,004
-54,165
192
$3.75M 0.1%
47,420
-29,267
193
$3.7M 0.1%
471,779
+5,769
194
$3.68M 0.1%
64,128
+6,663
195
$3.62M 0.1%
27,284
+3,357
196
$3.59M 0.1%
25,737
-148
197
$3.58M 0.09%
104,984
-27,372
198
$3.51M 0.09%
17,370
-34,204
199
$3.48M 0.09%
22,272
+996
200
$3.47M 0.09%
56,909
+43,057
6 7
8
9 10