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
2151
$8K ﹤0.01%
166
2152
$8K ﹤0.01%
224
+162
2153
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189
-47
2154
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272
2155
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561
+11
2156
$8K ﹤0.01%
1,225
+75
2157
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474
2158
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725
-1,675
2159
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251
2160
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480
2161
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192
2162
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91
+54
2163
$8K ﹤0.01%
80
2164
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346
2165
$8K ﹤0.01%
93
2166
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41
2167
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133
2168
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7
2169
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158
+21
2170
$8K ﹤0.01%
101
2171
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200
2172
$8K ﹤0.01%
298
+5
2173
$8K ﹤0.01%
400
-3,400
2174
$8K ﹤0.01%
+200
2175
$8K ﹤0.01%
397
85 86
87
88 89