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
2001
$13K ﹤0.01%
345
2002
$13K ﹤0.01%
260
2003
$13K ﹤0.01%
135
+45
2004
$13K ﹤0.01%
64
2005
$13K ﹤0.01%
800
+400
2006
$13K ﹤0.01%
334
2007
$13K ﹤0.01%
140
-50
2008
$13K ﹤0.01%
+146
2009
$13K ﹤0.01%
190
+70
2010
$13K ﹤0.01%
176
2011
$13K ﹤0.01%
33
+6
2012
$13K ﹤0.01%
+164
2013
$13K ﹤0.01%
835
2014
$13K ﹤0.01%
177
-179
2015
$13K ﹤0.01%
602
2016
$13K ﹤0.01%
67
-1
2017
$13K ﹤0.01%
528
-172
2018
$13K ﹤0.01%
183
2019
$13K ﹤0.01%
+1,100
2020
$13K ﹤0.01%
267
2021
$13K ﹤0.01%
4,000
2022
$12K ﹤0.01%
60
2023
$12K ﹤0.01%
29
2024
$12K ﹤0.01%
525
+400
2025
$12K ﹤0.01%
210
79 80
81
82 83