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
2051
$12K ﹤0.01%
150
2052
$12K ﹤0.01%
615
2053
$12K ﹤0.01%
1,954
2054
$12K ﹤0.01%
1,650
2055
$11K ﹤0.01%
+800
2056
$11K ﹤0.01%
100
2057
$11K ﹤0.01%
800
2058
$11K ﹤0.01%
34
2059
$11K ﹤0.01%
82
2060
$11K ﹤0.01%
410
-1
2061
$11K ﹤0.01%
500
2062
$11K ﹤0.01%
12
+4
2063
$11K ﹤0.01%
4,000
2064
$11K ﹤0.01%
111
2065
$11K ﹤0.01%
+250
2066
$11K ﹤0.01%
10
2067
$11K ﹤0.01%
360
2068
$11K ﹤0.01%
65
2069
$11K ﹤0.01%
343
2070
$11K ﹤0.01%
401
-100
2071
$11K ﹤0.01%
157
2072
$11K ﹤0.01%
100
2073
$11K ﹤0.01%
499
+344
2074
$11K ﹤0.01%
80
2075
$11K ﹤0.01%
245
81 82
83
84 85