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
2201
$7K ﹤0.01%
1,050
-1,000
2202
$7K ﹤0.01%
+103
2203
$7K ﹤0.01%
60
2204
$7K ﹤0.01%
46
2205
$7K ﹤0.01%
36
2206
$7K ﹤0.01%
406
2207
$7K ﹤0.01%
364
2208
$7K ﹤0.01%
2,000
2209
$7K ﹤0.01%
83
2210
$7K ﹤0.01%
3,550
-1,200
2211
$7K ﹤0.01%
140
2212
$7K ﹤0.01%
358
-187
2213
$7K ﹤0.01%
162
-100
2214
$7K ﹤0.01%
100
2215
$7K ﹤0.01%
100
2216
$7K ﹤0.01%
64
+36
2217
$7K ﹤0.01%
+70
2218
$6K ﹤0.01%
700
2219
$6K ﹤0.01%
228
2220
$6K ﹤0.01%
300
2221
$6K ﹤0.01%
1,245
2222
$6K ﹤0.01%
100
-500
2223
$6K ﹤0.01%
500
2224
$6K ﹤0.01%
+1,000
2225
$6K ﹤0.01%
8
87 88
89
90 91