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
2101
$10K ﹤0.01%
352
2102
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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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2109
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23
-494
2110
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52
2111
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700
2112
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438
+4
2113
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+400
2114
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500
2115
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101
2116
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52
+4
2117
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2118
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2119
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2120
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-62
2121
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486
+86
2122
$9K ﹤0.01%
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2123
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1,000
2124
$9K ﹤0.01%
122
2125
$9K ﹤0.01%
150
83 84
85
86 87