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
2026
$12K ﹤0.01%
126
2027
$12K ﹤0.01%
2,114
-46
2028
$12K ﹤0.01%
136
2029
$12K ﹤0.01%
415
-250
2030
$12K ﹤0.01%
800
2031
$12K ﹤0.01%
155
-715
2032
$12K ﹤0.01%
572
+250
2033
$12K ﹤0.01%
245
2034
$12K ﹤0.01%
314
2035
$12K ﹤0.01%
400
-330
2036
$12K ﹤0.01%
172
2037
$12K ﹤0.01%
700
2038
$12K ﹤0.01%
200
-1,000
2039
$12K ﹤0.01%
1,050
2040
$12K ﹤0.01%
61
2041
$12K ﹤0.01%
5,250
+1,750
2042
$12K ﹤0.01%
150
2043
$12K ﹤0.01%
615
2044
$12K ﹤0.01%
1,954
2045
$12K ﹤0.01%
1,650
2046
$12K ﹤0.01%
135
2047
$12K ﹤0.01%
100
2048
$12K ﹤0.01%
353
+90
2049
$12K ﹤0.01%
430
2050
$12K ﹤0.01%
625
+10
80 81
82
83 84