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
$3.12B
AUM Growth
-$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$10.1M
3
+$8.54M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.33M
5
IAU icon
iShares Gold Trust
IAU
+$7.06M

Top Sells

1
+$25.1M
2
+$18.3M
3
+$12.9M
4
GWW icon
W.W. Grainger
GWW
+$7.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.69M

Sector Composition

1 Technology 14.8%
2 Financials 6.19%
3 Consumer Discretionary 5.29%
4 Healthcare 4.64%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.73M 0.09%
20,653
-150
227
$2.72M 0.09%
41,671
+15,183
228
$2.63M 0.08%
15,283
+214
229
$2.61M 0.08%
22,480
+21
230
$2.59M 0.08%
18,540
-675
231
$2.59M 0.08%
12,927
+4,698
232
$2.58M 0.08%
75,309
-5,275
233
$2.57M 0.08%
61,218
-4,740
234
$2.55M 0.08%
16,601
-28,613
235
$2.54M 0.08%
41,819
-318
236
$2.51M 0.08%
108,027
+27,069
237
$2.51M 0.08%
26,770
-1,045
238
$2.5M 0.08%
83,554
-6,102
239
$2.47M 0.08%
213,039
+12,916
240
$2.42M 0.08%
10,930
-30,147
241
$2.41M 0.08%
35,294
+1,497
242
$2.38M 0.08%
21,758
+17,962
243
$2.37M 0.08%
81,123
+5,056
244
$2.37M 0.08%
59,019
245
$2.35M 0.08%
51,791
+1,774
246
$2.33M 0.07%
68,004
+551
247
$2.3M 0.07%
4,935
-283
248
$2.24M 0.07%
79,308
+33,123
249
$2.24M 0.07%
16,915
+12,741
250
$2.18M 0.07%
54,475
+30,914
8 9
10
11 12