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
2426
$3K ﹤0.01%
112
2427
$3K ﹤0.01%
+41
2428
$3K ﹤0.01%
120
-158
2429
$3K ﹤0.01%
+34
2430
$3K ﹤0.01%
107
-3
2431
$3K ﹤0.01%
42
2432
$3K ﹤0.01%
100
2433
$3K ﹤0.01%
120
2434
$3K ﹤0.01%
15
2435
$3K ﹤0.01%
143
+1
2436
$3K ﹤0.01%
30
2437
$2K ﹤0.01%
124
2438
$2K ﹤0.01%
427
2439
$2K ﹤0.01%
+300
2440
$2K ﹤0.01%
45
2441
$2K ﹤0.01%
19
2442
$2K ﹤0.01%
+33
2443
$2K ﹤0.01%
300
2444
$2K ﹤0.01%
+30
2445
$2K ﹤0.01%
37
2446
$2K ﹤0.01%
20
-50
2447
$2K ﹤0.01%
50
2448
$2K ﹤0.01%
42
2449
$2K ﹤0.01%
+200
2450
$2K ﹤0.01%
+310
96 97
98
99 100