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
2001
$13K ﹤0.01%
800
+400
2002
$13K ﹤0.01%
334
2003
$13K ﹤0.01%
140
-50
2004
$13K ﹤0.01%
+146
2005
$13K ﹤0.01%
190
+70
2006
$13K ﹤0.01%
176
2007
$13K ﹤0.01%
33
+6
2008
$13K ﹤0.01%
+164
2009
$13K ﹤0.01%
835
2010
$13K ﹤0.01%
177
-179
2011
$13K ﹤0.01%
602
2012
$13K ﹤0.01%
67
-1
2013
$13K ﹤0.01%
1,952
-22
2014
$13K ﹤0.01%
200
+100
2015
$13K ﹤0.01%
263
+13
2016
$13K ﹤0.01%
57
2017
$13K ﹤0.01%
380
2018
$13K ﹤0.01%
392
2019
$13K ﹤0.01%
55
2020
$13K ﹤0.01%
528
-172
2021
$13K ﹤0.01%
183
2022
$12K ﹤0.01%
29
2023
$12K ﹤0.01%
525
+400
2024
$12K ﹤0.01%
210
2025
$12K ﹤0.01%
126
79 80
81
82 83