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
2226
$6K ﹤0.01%
30
2227
$6K ﹤0.01%
119
2228
$6K ﹤0.01%
109
2229
$6K ﹤0.01%
169
+17
2230
$6K ﹤0.01%
230
2231
$6K ﹤0.01%
700
2232
$6K ﹤0.01%
228
2233
$6K ﹤0.01%
300
2234
$6K ﹤0.01%
100
2235
$6K ﹤0.01%
76
-7
2236
$6K ﹤0.01%
22
2237
$6K ﹤0.01%
+1,000
2238
$6K ﹤0.01%
8
2239
$6K ﹤0.01%
25
2240
$6K ﹤0.01%
135
2241
$6K ﹤0.01%
500
2242
$6K ﹤0.01%
128
2243
$6K ﹤0.01%
273
2244
$6K ﹤0.01%
125
2245
$6K ﹤0.01%
+227
2246
$6K ﹤0.01%
211
+1
2247
$6K ﹤0.01%
100
2248
$6K ﹤0.01%
734
2249
$6K ﹤0.01%
617
2250
$6K ﹤0.01%
202