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
326
$1.44M 0.05%
16,428
+15,793
327
$1.43M 0.05%
9,842
+7,387
328
$1.42M 0.05%
17,509
+268
329
$1.41M 0.05%
56,489
+4,676
330
$1.41M 0.05%
6,998
-285
331
$1.41M 0.05%
12,026
+501
332
$1.41M 0.05%
5,552
-651
333
$1.4M 0.04%
32,384
+7,317
334
$1.4M 0.04%
2,227
+39
335
$1.39M 0.04%
7,119
-99
336
$1.37M 0.04%
6,447
-335
337
$1.35M 0.04%
11,701
+443
338
$1.34M 0.04%
32,894
+30,678
339
$1.34M 0.04%
13,017
-1,275
340
$1.33M 0.04%
27,147
-102,767
341
$1.32M 0.04%
2,475
+13
342
$1.32M 0.04%
26,970
+2,352
343
$1.31M 0.04%
23,411
-1,429
344
$1.31M 0.04%
33,779
-7,535
345
$1.31M 0.04%
28,432
+5,131
346
$1.31M 0.04%
15,173
-201
347
$1.29M 0.04%
47,873
+4,156
348
$1.29M 0.04%
3,473
+42
349
$1.29M 0.04%
4,745
+156
350
$1.27M 0.04%
17,675
+1,750
12 13
14
15 16