SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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%
500
2327
$4K ﹤0.01%
+200
2328
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155
-512
2329
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+580
2330
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200
2331
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2332
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108
2333
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300
2334
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2335
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2336
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8,100
-4,400
2337
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2339
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200
2340
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167
2341
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128
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2342
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2343
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91
+7
2344
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2345
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82
-86
2347
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+58
2348
$4K ﹤0.01%
84
2349
$4K ﹤0.01%
+156
2350
$4K ﹤0.01%
200
92 93
94
95 96