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
2026
$12K ﹤0.01%
135
2027
$12K ﹤0.01%
100
2028
$12K ﹤0.01%
353
+90
2029
$12K ﹤0.01%
430
2030
$12K ﹤0.01%
625
+10
2031
$12K ﹤0.01%
409
-398
2032
$12K ﹤0.01%
1,000
-724
2033
$12K ﹤0.01%
218
2034
$12K ﹤0.01%
706
+2
2035
$12K ﹤0.01%
400
-330
2036
$12K ﹤0.01%
2,114
-46
2037
$12K ﹤0.01%
136
2038
$12K ﹤0.01%
415
-250
2039
$12K ﹤0.01%
800
2040
$12K ﹤0.01%
155
-715
2041
$12K ﹤0.01%
572
+250
2042
$12K ﹤0.01%
245
2043
$12K ﹤0.01%
314
2044
$12K ﹤0.01%
172
2045
$12K ﹤0.01%
700
2046
$12K ﹤0.01%
200
-1,000
2047
$12K ﹤0.01%
1,050
2048
$12K ﹤0.01%
60
2049
$12K ﹤0.01%
61
2050
$12K ﹤0.01%
5,250
+1,750
80 81
82
83 84