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
2176
$8K ﹤0.01%
480
2177
$8K ﹤0.01%
192
2178
$8K ﹤0.01%
91
+54
2179
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50
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2180
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60
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2181
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2182
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1,214
2183
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50
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2185
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2186
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2188
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2189
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100
2190
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461
+8
2191
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2192
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137
+1
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2194
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43
2195
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2,194
+1
2196
$7K ﹤0.01%
490
2197
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200
2198
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500
2199
$7K ﹤0.01%
225
+5
2200
$7K ﹤0.01%
51
86 87
88
89 90