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
2351
$4K ﹤0.01%
140
2352
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108
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2353
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47
2354
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3
-1
2355
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33
2358
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+48
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300
2360
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491
2361
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2362
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2363
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120
2364
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100
2365
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8,100
-4,400
2366
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99
2367
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2368
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131
+33
2369
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2370
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42
2371
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+400
2372
$3K ﹤0.01%
66
2373
$3K ﹤0.01%
+118
2374
$3K ﹤0.01%
50
2375
$3K ﹤0.01%
254
93 94
95
96 97