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
2426
$3K ﹤0.01%
66
2427
$3K ﹤0.01%
10
2428
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+60
2429
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182
2430
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218
-1,801
2431
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+27
2432
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+160
2433
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+13
2434
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142
2435
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120
2436
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15
2437
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2438
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25
2439
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+51
2440
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300
2441
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130
2442
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+51
2443
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+33
2444
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300
2445
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300
2446
$2K ﹤0.01%
+30
2447
$2K ﹤0.01%
37
2448
$2K ﹤0.01%
20
-50
2449
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50
2450
$2K ﹤0.01%
42
96 97
98
99 100