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
201
$3.45M 0.09%
33,881
+4,412
202
$3.44M 0.09%
41,245
+2,191
203
$3.37M 0.09%
15,855
-1,703
204
$3.36M 0.09%
193,650
-13,920
205
$3.35M 0.09%
169,673
+4,928
206
$3.32M 0.09%
85,835
+509
207
$3.31M 0.09%
8,088
+806
208
$3.3M 0.09%
59,049
+4,466
209
$3.3M 0.09%
45,135
+2,525
210
$3.29M 0.09%
29,615
+2,365
211
$3.29M 0.09%
200,858
+12,054
212
$3.29M 0.09%
22,234
-5,542
213
$3.29M 0.09%
8,701
+1,065
214
$3.21M 0.09%
15,156
-681
215
$3.21M 0.09%
106,748
+29,482
216
$3.2M 0.08%
30,354
-2,047
217
$3.15M 0.08%
38,366
+442
218
$3.11M 0.08%
24,177
-1,147
219
$3.1M 0.08%
35,644
+424
220
$3.07M 0.08%
12,820
-55
221
$3.06M 0.08%
12,941
+3,911
222
$3.04M 0.08%
57,050
+3,204
223
$3.04M 0.08%
38,849
-36
224
$3M 0.08%
305,928
-801
225
$2.98M 0.08%
28,188
-2,271
7 8
9
10 11