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
326
$1.11M 0.04%
17,864
+2,317
327
$1.09M 0.04%
23,270
+17,695
328
$1.08M 0.04%
5,108
+1,811
329
$1.07M 0.04%
22,317
+17,694
330
$1.07M 0.04%
8,605
+838
331
$1.06M 0.04%
5,659
-61,290
332
$1.06M 0.04%
13,172
+409
333
$1.05M 0.04%
105,712
+98,487
334
$1.05M 0.04%
28,047
+12,749
335
$1.04M 0.04%
4,626
+383
336
$1.02M 0.04%
82,022
+19,032
337
$1.02M 0.04%
25,628
+23,000
338
$1.02M 0.04%
48,560
+38,846
339
$1.01M 0.04%
13,313
-562
340
$1.01M 0.04%
12,663
+10,929
341
$998K 0.04%
10,939
+10,161
342
$997K 0.04%
6,432
+6,277
343
$994K 0.04%
1,460
+301
344
$992K 0.04%
+16,480
345
$990K 0.04%
30,300
-1
346
$985K 0.04%
28,201
+1,910
347
$980K 0.04%
8,597
+998
348
$978K 0.04%
10,421
+8,933
349
$972K 0.04%
6,588
+501
350
$956K 0.04%
9,905
+3,048
12 13
14
15 16