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
$2.57B
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,641
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$27.9M
3
+$27.3M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11.1M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$10.7M
4
TMUS icon
T-Mobile US
TMUS
+$5.02M
5
LRCX icon
Lam Research
LRCX
+$4.99M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 5.59%
3 Financials 4.93%
4 Healthcare 4.41%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.03M 0.08%
41,960
-20,514
227
$2.03M 0.08%
22,453
-6,320
228
$2.02M 0.08%
20,788
+4,359
229
$2.02M 0.08%
+102,062
230
$2.02M 0.08%
25,040
+6,385
231
$1.99M 0.08%
64,506
+2,530
232
$1.96M 0.08%
8,124
+2,457
233
$1.94M 0.08%
16,897
+12,063
234
$1.86M 0.07%
34,542
+16,358
235
$1.84M 0.07%
25,174
+8,387
236
$1.84M 0.07%
114,087
+97,971
237
$1.83M 0.07%
18,493
+4,192
238
$1.83M 0.07%
77,293
+16,252
239
$1.81M 0.07%
34,673
+7,840
240
$1.8M 0.07%
33,255
+8,726
241
$1.79M 0.07%
9,371
+2,431
242
$1.79M 0.07%
48,004
+31,677
243
$1.79M 0.07%
8,936
+1,266
244
$1.76M 0.07%
25,356
+9,092
245
$1.75M 0.07%
94,346
+20,410
246
$1.74M 0.07%
19,621
+4,963
247
$1.73M 0.07%
72,735
+1,410
248
$1.71M 0.07%
22,481
+21,681
249
$1.7M 0.07%
2,540
+735
250
$1.66M 0.06%
21,342
+19,266
8 9
10
11 12