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
2251
$6K ﹤0.01%
30
2252
$6K ﹤0.01%
+100
2253
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140
2254
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88
+28
2255
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119
2256
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109
2257
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169
+17
2258
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2259
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+227
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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101
2264
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710
2265
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1,137
2266
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330
2267
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850
2268
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330
2269
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100
2270
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100
2271
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106
2272
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2273
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500
2274
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149
+1
2275
$5K ﹤0.01%
42
89 90
91
92 93