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
2351
$4K ﹤0.01%
100
2352
$4K ﹤0.01%
8,100
-4,400
2353
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99
2354
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200
2355
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118
2356
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34
2357
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135
2358
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100
2359
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+100
2360
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100
2361
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8
2362
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283
2363
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+60
2364
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36
+18
2365
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800
2366
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313
+5
2367
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108
-204
2368
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66
2369
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+118
2370
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50
2371
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131
+33
2372
$3K ﹤0.01%
415
2373
$3K ﹤0.01%
42
2374
$3K ﹤0.01%
254
2375
$3K ﹤0.01%
15
93 94
95
96 97