SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$18.5M
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%
143
+1
2427
$3K ﹤0.01%
30
2428
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103
+1
2429
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16
2430
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+127
2431
$3K ﹤0.01%
30
2432
$3K ﹤0.01%
1,000
2433
$3K ﹤0.01%
63
2434
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36
2435
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182
2436
$3K ﹤0.01%
218
-1,801
2437
$2K ﹤0.01%
380
2438
$2K ﹤0.01%
124
2439
$2K ﹤0.01%
427
2440
$2K ﹤0.01%
+300
2441
$2K ﹤0.01%
45
2442
$2K ﹤0.01%
19
2443
$2K ﹤0.01%
+33
2444
$2K ﹤0.01%
300
2445
$2K ﹤0.01%
+30
2446
$2K ﹤0.01%
37
2447
$2K ﹤0.01%
20
-50
2448
$2K ﹤0.01%
50
2449
$2K ﹤0.01%
42
2450
$2K ﹤0.01%
+200
96 97
98
99 100