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
2151
$8K ﹤0.01%
400
-3,400
2152
$8K ﹤0.01%
+200
2153
$8K ﹤0.01%
397
2154
$8K ﹤0.01%
400
2155
$8K ﹤0.01%
1,454
-13,647
2156
$8K ﹤0.01%
1,140
2157
$8K ﹤0.01%
57
2158
$8K ﹤0.01%
191
2159
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1,000
-850
2160
$8K ﹤0.01%
41
2161
$8K ﹤0.01%
133
2162
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7
2163
$8K ﹤0.01%
300
2164
$8K ﹤0.01%
940
+3
2165
$8K ﹤0.01%
635
2166
$8K ﹤0.01%
124
-500
2167
$8K ﹤0.01%
166
2168
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224
+162
2169
$8K ﹤0.01%
189
-47
2170
$8K ﹤0.01%
272
2171
$8K ﹤0.01%
561
+11
2172
$8K ﹤0.01%
1,225
+75
2173
$8K ﹤0.01%
474
2174
$8K ﹤0.01%
725
-1,675
2175
$8K ﹤0.01%
251
85 86
87
88 89