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
2126
$9K ﹤0.01%
52
+4
2127
$9K ﹤0.01%
23
-494
2128
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52
2129
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700
2130
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438
+4
2131
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186
2132
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109
2133
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98
2134
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343
-62
2135
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486
+86
2136
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2137
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1,000
2138
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122
2139
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100
2140
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213
+1
2141
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2142
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815
+250
2143
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300
2144
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57
2145
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191
2146
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1,000
-850
2147
$8K ﹤0.01%
300
2148
$8K ﹤0.01%
940
+3
2149
$8K ﹤0.01%
635
2150
$8K ﹤0.01%
124
-500
84 85
86
87 88