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
2401
$3K ﹤0.01%
219
2402
$3K ﹤0.01%
10
2403
$3K ﹤0.01%
66
2404
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+118
2405
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50
2406
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131
+33
2407
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415
2408
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42
2409
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254
2410
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15
2411
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166
2412
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120
-36
2413
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400
2414
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1,000
2415
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268
2416
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32
+2
2417
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35
2418
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16
2419
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35
-570
2420
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195
2421
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22
2422
$3K ﹤0.01%
+87
2423
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44
2424
$3K ﹤0.01%
251
2425
$3K ﹤0.01%
+100
95 96
97
98 99