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
$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 4.94%
4 Healthcare 4.41%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-1,300
2502
– –
-79
2503
– –
-622
2504
– –
-2,420
2505
– –
-27
2506
– –
-421
2507
– –
-2,238
2508
– –
-2,500
2509
– –
-25
2510
– –
-150
2511
– –
-695
2512
– –
-28
2513
– –
-10
2514
– –
-3,802
2515
– –
-28
2516
– –
-3,049
2517
– –
-102
2518
– –
-137
2519
– –
-50
2520
– –
-39
2521
– –
-101
2522
– –
-26
2523
– –
-363
2524
– –
-60
2525
– –
-38
99 100
101
102 103