SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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 +$18.5M
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%
140
2252
$6K ﹤0.01%
88
+28
2253
$6K ﹤0.01%
119
2254
$6K ﹤0.01%
109
2255
$6K ﹤0.01%
169
+17
2256
$6K ﹤0.01%
230
2257
$6K ﹤0.01%
700
2258
$6K ﹤0.01%
228
2259
$6K ﹤0.01%
300
2260
$5K ﹤0.01%
500
2261
$5K ﹤0.01%
1,137
2262
$5K ﹤0.01%
330
2263
$5K ﹤0.01%
850
2264
$5K ﹤0.01%
330
2265
$5K ﹤0.01%
86
2266
$5K ﹤0.01%
100
2267
$5K ﹤0.01%
181
2268
$5K ﹤0.01%
100
2269
$5K ﹤0.01%
106
2270
$5K ﹤0.01%
97
+21
2271
$5K ﹤0.01%
+88
2272
$5K ﹤0.01%
100
2273
$5K ﹤0.01%
200
+75
2274
$5K ﹤0.01%
532
2275
$5K ﹤0.01%
220