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
2176
$8K ﹤0.01%
400
2177
$8K ﹤0.01%
1,454
-13,647
2178
$8K ﹤0.01%
1,140
2179
$7K ﹤0.01%
35
2180
$7K ﹤0.01%
50
-50
2181
$7K ﹤0.01%
60
-108
2182
$7K ﹤0.01%
190
2183
$7K ﹤0.01%
1,214
2184
$7K ﹤0.01%
146
2185
$7K ﹤0.01%
50
-200
2186
$7K ﹤0.01%
125
2187
$7K ﹤0.01%
480
2188
$7K ﹤0.01%
225
2189
$7K ﹤0.01%
+70
2190
$7K ﹤0.01%
100
2191
$7K ﹤0.01%
461
+8
2192
$7K ﹤0.01%
333
2193
$7K ﹤0.01%
137
+1
2194
$7K ﹤0.01%
+189
2195
$7K ﹤0.01%
43
2196
$7K ﹤0.01%
2,194
+1
2197
$7K ﹤0.01%
490
2198
$7K ﹤0.01%
200
2199
$7K ﹤0.01%
500
2200
$7K ﹤0.01%
225
+5
86 87
88
89 90