SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$18.5M
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
2076
$11K ﹤0.01%
100
2077
$11K ﹤0.01%
+800
2078
$10K ﹤0.01%
213
+130
2079
$10K ﹤0.01%
189
2080
$10K ﹤0.01%
310
-445
2081
$10K ﹤0.01%
23
2082
$10K ﹤0.01%
50
2083
$10K ﹤0.01%
500
2084
$10K ﹤0.01%
600
-225
2085
$10K ﹤0.01%
160
2086
$10K ﹤0.01%
633
-50
2087
$10K ﹤0.01%
478
-22
2088
$10K ﹤0.01%
84
2089
$10K ﹤0.01%
990
+11
2090
$10K ﹤0.01%
35
2091
$10K ﹤0.01%
453
-300
2092
$10K ﹤0.01%
295
2093
$10K ﹤0.01%
640
+7
2094
$10K ﹤0.01%
218
+48
2095
$10K ﹤0.01%
318
-700
2096
$10K ﹤0.01%
150
-150
2097
$10K ﹤0.01%
1,000
2098
$10K ﹤0.01%
36
2099
$10K ﹤0.01%
617
2100
$10K ﹤0.01%
352
82 83
84
85 86