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
2101
$10K ﹤0.01%
352
2102
$10K ﹤0.01%
1,492
2103
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710
2104
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140
2105
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400
2106
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1,000
2107
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759
+13
2108
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333
2109
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150
2110
$9K ﹤0.01%
1,025
-400
2111
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2112
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2113
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166
2114
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+400
2115
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567
-629
2116
$9K ﹤0.01%
500
2117
– –
0
2118
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3
+1
2119
$9K ﹤0.01%
929
2120
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57
+29
2121
$9K ﹤0.01%
223
2122
$9K ﹤0.01%
300
2123
$9K ﹤0.01%
900
2124
$9K ﹤0.01%
500
2125
$9K ﹤0.01%
101
83 84
85
86 87