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
1976
$14K ﹤0.01%
133
-569
1977
$14K ﹤0.01%
205
+1
1978
$14K ﹤0.01%
497
+184
1979
$14K ﹤0.01%
+400
1980
$14K ﹤0.01%
1,500
+200
1981
$14K ﹤0.01%
535
1982
$14K ﹤0.01%
158
+91
1983
$14K ﹤0.01%
600
1984
$14K ﹤0.01%
300
1985
$14K ﹤0.01%
6
1986
$14K ﹤0.01%
160
1987
$14K ﹤0.01%
400
1988
$14K ﹤0.01%
1,200
1989
$14K ﹤0.01%
185
1990
$14K ﹤0.01%
1,242
1991
$14K ﹤0.01%
+1,000
1992
$13K ﹤0.01%
+200
1993
$13K ﹤0.01%
500
1994
$13K ﹤0.01%
+1,100
1995
$13K ﹤0.01%
267
1996
$13K ﹤0.01%
4,000
1997
$13K ﹤0.01%
345
1998
$13K ﹤0.01%
260
1999
$13K ﹤0.01%
135
+45
2000
$13K ﹤0.01%
64
78 79
80
81 82