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
251
$2.17M 0.07%
49,631
+383
252
$2.15M 0.07%
48,242
+1,106
253
$2.14M 0.07%
25,729
-626
254
$2.13M 0.07%
6,102
+749
255
$2.13M 0.07%
26,920
-89
256
$2.11M 0.07%
25,116
-38,965
257
$2.1M 0.07%
7,815
+4,254
258
$2.1M 0.07%
7,923
+7,887
259
$2.08M 0.07%
28,277
+5,373
260
$2.06M 0.07%
40,602
+9,801
261
$2.05M 0.07%
7,741
+3,327
262
$2.04M 0.07%
17,024
+1,606
263
$2.03M 0.06%
14,938
-768
264
$2.02M 0.06%
52,897
+32,352
265
$1.99M 0.06%
9,697
+1,198
266
$1.99M 0.06%
48,691
-7,415
267
$1.98M 0.06%
33,249
+143
268
$1.97M 0.06%
8,330
-308
269
$1.96M 0.06%
18,646
+1,776
270
$1.96M 0.06%
105,239
+2,281
271
$1.95M 0.06%
19,460
-1,603
272
$1.94M 0.06%
17,156
+15,861
273
$1.93M 0.06%
16,338
-318
274
$1.93M 0.06%
17,212
+1,652
275
$1.92M 0.06%
18,532
-199
9 10
11
12 13