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
2251
$6K ﹤0.01%
175
+100
2252
$6K ﹤0.01%
67
2253
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199
2254
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+159
2255
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+100
2256
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1,000
2257
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+100
2258
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140
2259
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88
+28
2260
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1,098
-2,250
2261
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74
2262
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800
+400
2263
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161
-16
2264
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1,000
-612
2265
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200
-200
2266
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500
2267
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532
2268
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500
2269
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1,137
2270
$5K ﹤0.01%
330
2271
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850
2272
$5K ﹤0.01%
220
2273
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168
2274
$5K ﹤0.01%
47
2275
$5K ﹤0.01%
106
89 90
91
92 93