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
301
$1.3M 0.05%
23,210
+9,829
302
$1.29M 0.05%
70,281
+3,525
303
$1.28M 0.05%
25,132
+22,292
304
$1.26M 0.05%
14,377
+5,058
305
$1.26M 0.05%
146,350
+118,796
306
$1.25M 0.05%
8,937
+2,032
307
$1.25M 0.05%
71,151
+70,936
308
$1.25M 0.05%
20,027
+11,700
309
$1.25M 0.05%
6,698
+2,354
310
$1.22M 0.05%
51,083
+7,074
311
$1.22M 0.05%
38,435
+35,346
312
$1.2M 0.05%
12,943
+4,756
313
$1.19M 0.05%
31,262
+15,055
314
$1.19M 0.05%
36,555
+910
315
$1.19M 0.05%
25,276
+9,723
316
$1.18M 0.05%
10,287
+4,066
317
$1.17M 0.05%
64,070
+19,661
318
$1.17M 0.05%
14,462
+6,386
319
$1.16M 0.05%
18,753
+2,582
320
$1.15M 0.04%
56,276
+56,070
321
$1.15M 0.04%
12,272
+136
322
$1.14M 0.04%
6,907
+3,847
323
$1.14M 0.04%
5,038
-375
324
$1.14M 0.04%
43,951
+14,324
325
$1.13M 0.04%
11,790
+861
11 12
13
14 15