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
2301
$5K ﹤0.01%
106
2302
$5K ﹤0.01%
+100
2303
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300
2304
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100
2305
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161
-16
2306
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1,000
-612
2307
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200
-200
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500
2309
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2310
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2311
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1,500
2312
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2313
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200
2314
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850
2315
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205
2316
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327
-5,995
2317
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375
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2318
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2319
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2320
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155
-512
2321
$4K ﹤0.01%
200
2322
$4K ﹤0.01%
167
2323
$4K ﹤0.01%
128
-26
2324
$4K ﹤0.01%
138
2325
$4K ﹤0.01%
91
+7
91 92
93
94 95