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
2276
$5K ﹤0.01%
+116
2277
$5K ﹤0.01%
68
+4
2278
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+130
2279
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30
2280
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519
2281
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498
-28
2282
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86
2283
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100
2284
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181
2285
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100
2286
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106
2287
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97
+21
2288
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+88
2289
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100
2290
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200
+75
2291
$5K ﹤0.01%
59
2292
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105
2293
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480
2294
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11
-22
2295
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2296
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220
2297
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168
2298
$5K ﹤0.01%
47
2299
$5K ﹤0.01%
106
2300
$5K ﹤0.01%
+100
90 91
92
93 94