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
276
$1.49M 0.06%
32,628
+5,655
277
$1.48M 0.06%
36,734
+21,049
278
$1.47M 0.06%
31,542
+15,851
279
$1.45M 0.06%
8,890
-23,004
280
$1.44M 0.06%
14,507
+2,864
281
$1.43M 0.06%
11,188
+2,893
282
$1.42M 0.06%
73,637
+11,903
283
$1.41M 0.06%
6,191
+3,583
284
$1.41M 0.05%
6,691
+3,009
285
$1.38M 0.05%
19,823
+2,889
286
$1.38M 0.05%
22,600
+2,815
287
$1.37M 0.05%
28,555
+17,870
288
$1.36M 0.05%
5,333
-265
289
$1.36M 0.05%
6,422
+733
290
$1.33M 0.05%
3,852
-81
291
$1.33M 0.05%
40,570
+8,790
292
$1.31M 0.05%
15,289
+539
293
$1.31M 0.05%
6,736
+3,036
294
$1.31M 0.05%
34,985
+20,557
295
$1.31M 0.05%
10,492
+3,909
296
$1.3M 0.05%
6,482
+1,267
297
$1.3M 0.05%
17,658
+9,856
298
$1.3M 0.05%
15,363
+5,323
299
$1.3M 0.05%
57,459
+41,358
300
$1.3M 0.05%
29,098
+5,870
10 11
12
13 14