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
2401
$3K ﹤0.01%
83
-160
2402
$3K ﹤0.01%
155
2403
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100
2404
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143
+1
2405
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30
2406
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+15
2407
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103
+1
2408
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16
2409
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330
2410
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200
2411
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200
2412
$3K ﹤0.01%
+66
2413
$3K ﹤0.01%
179
2414
$3K ﹤0.01%
+127
2415
$3K ﹤0.01%
30
2416
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1,000
2417
$3K ﹤0.01%
63
2418
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36
2419
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55
2420
$3K ﹤0.01%
13
2421
$3K ﹤0.01%
34
2422
$3K ﹤0.01%
3
2423
$3K ﹤0.01%
13
2424
$3K ﹤0.01%
219
2425
$3K ﹤0.01%
200
95 96
97
98 99