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
2376
$3K ﹤0.01%
200
2377
$3K ﹤0.01%
+66
2378
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179
2379
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+127
2380
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30
2381
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1,000
2382
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63
2383
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2384
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2385
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2386
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2387
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2388
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2389
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+400
2390
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200
2391
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66
2392
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+60
2393
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2394
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218
-1,801
2395
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+27
2396
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+160
2397
$3K ﹤0.01%
+13
2398
$3K ﹤0.01%
142
2399
$3K ﹤0.01%
+58
2400
$3K ﹤0.01%
60
94 95
96
97 98