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
2201
$7K ﹤0.01%
51
2202
$7K ﹤0.01%
1,050
-1,000
2203
$7K ﹤0.01%
+103
2204
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60
2205
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46
2206
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36
2207
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406
2208
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364
2209
$7K ﹤0.01%
2,000
2210
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83
2211
$7K ﹤0.01%
3,550
-1,200
2212
$7K ﹤0.01%
140
2213
$7K ﹤0.01%
358
-187
2214
$7K ﹤0.01%
162
-100
2215
$7K ﹤0.01%
100
2216
$7K ﹤0.01%
100
2217
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64
+36
2218
$6K ﹤0.01%
136
+24
2219
$6K ﹤0.01%
70
+4
2220
$6K ﹤0.01%
1,245
2221
$6K ﹤0.01%
100
-500
2222
$6K ﹤0.01%
500
2223
$6K ﹤0.01%
130
2224
$6K ﹤0.01%
363
2225
$6K ﹤0.01%
145
87 88
89
90 91