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
2326
$4K ﹤0.01%
101
2327
$4K ﹤0.01%
200
2328
$4K ﹤0.01%
82
-86
2329
$4K ﹤0.01%
180
+58
2330
$4K ﹤0.01%
84
2331
$4K ﹤0.01%
+156
2332
$4K ﹤0.01%
200
2333
$4K ﹤0.01%
322
+1
2334
$4K ﹤0.01%
71
2335
$4K ﹤0.01%
927
2336
$4K ﹤0.01%
70
2337
$4K ﹤0.01%
+580
2338
$4K ﹤0.01%
200
2339
$4K ﹤0.01%
140
2340
$4K ﹤0.01%
47
2341
$4K ﹤0.01%
3
-1
2342
$4K ﹤0.01%
16
2343
$4K ﹤0.01%
+139
2344
$4K ﹤0.01%
33
2345
$4K ﹤0.01%
+48
2346
$4K ﹤0.01%
300
2347
$4K ﹤0.01%
491
2348
$4K ﹤0.01%
108
2349
$4K ﹤0.01%
300
2350
$4K ﹤0.01%
120