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
251
$1.65M 0.06%
68,285
+13,356
252
$1.65M 0.06%
21,391
-26,554
253
$1.63M 0.06%
2,828
+648
254
$1.62M 0.06%
42,794
+17,143
255
$1.62M 0.06%
13,150
+4,082
256
$1.6M 0.06%
35,514
+17,540
257
$1.6M 0.06%
4,898
+543
258
$1.6M 0.06%
59,960
+59,858
259
$1.59M 0.06%
24,460
+4,798
260
$1.59M 0.06%
3,467
+837
261
$1.59M 0.06%
42,157
+30,251
262
$1.58M 0.06%
12,030
+9,300
263
$1.56M 0.06%
6,558
+251
264
$1.55M 0.06%
16,719
+3,970
265
$1.54M 0.06%
3,341
-9,950
266
$1.54M 0.06%
48,610
+10,089
267
$1.54M 0.06%
17,474
+17,126
268
$1.53M 0.06%
20,589
+3,806
269
$1.52M 0.06%
27,346
+6,954
270
$1.52M 0.06%
4,171
+1,311
271
$1.51M 0.06%
16,638
+10,450
272
$1.51M 0.06%
190,269
+161,374
273
$1.51M 0.06%
19,711
+17,047
274
$1.51M 0.06%
33,360
+5,227
275
$1.49M 0.06%
7,866
+2,901
9 10
11
12 13