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
276
$1.91M 0.06%
12,941
-200
277
$1.89M 0.06%
55,274
+26,498
278
$1.89M 0.06%
16,720
+1,461
279
$1.88M 0.06%
7,746
+1,289
280
$1.86M 0.06%
45,734
-2,883
281
$1.85M 0.06%
8,012
+196
282
$1.82M 0.06%
59,081
+190
283
$1.8M 0.06%
13,937
+1,966
284
$1.78M 0.06%
28,780
+1,545
285
$1.74M 0.06%
29,056
+239
286
$1.73M 0.06%
73,408
+3,759
287
$1.73M 0.06%
68,288
+128
288
$1.73M 0.06%
37,959
+9,222
289
$1.73M 0.06%
8,185
-1,503
290
$1.69M 0.05%
24,272
291
$1.69M 0.05%
19,641
-167
292
$1.68M 0.05%
56,359
-6,713
293
$1.68M 0.05%
72,904
+2,291
294
$1.67M 0.05%
25,636
-3,229
295
$1.66M 0.05%
7,025
+384
296
$1.66M 0.05%
74,747
+272
297
$1.64M 0.05%
49,464
+37,459
298
$1.63M 0.05%
15,924
-1,214
299
$1.63M 0.05%
28,842
+760
300
$1.62M 0.05%
17,737
-464
10 11
12
13 14