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
351
$954K 0.04%
157,132
+25,900
352
$946K 0.04%
18,224
+9,127
353
$937K 0.04%
+32,971
354
$931K 0.04%
2
355
$931K 0.04%
36,507
+22,656
356
$928K 0.04%
42,450
+24,738
357
$926K 0.04%
73,486
+34,402
358
$918K 0.04%
50,925
+22,706
359
$916K 0.04%
5,348
+815
360
$916K 0.04%
8,965
+1,769
361
$904K 0.04%
14,701
+2,047
362
$903K 0.04%
7,710
+1,456
363
$899K 0.04%
19,940
+2,473
364
$897K 0.03%
+25,885
365
$889K 0.03%
18,624
+9,107
366
$882K 0.03%
17,443
+307
367
$879K 0.03%
10,001
+3,928
368
$876K 0.03%
6,048
-34,691
369
$874K 0.03%
16,376
+1,712
370
$869K 0.03%
3,509
+2,754
371
$864K 0.03%
77,718
+16,789
372
$861K 0.03%
17,541
+6,247
373
$857K 0.03%
24,528
+15,409
374
$852K 0.03%
14,211
+12,018
375
$850K 0.03%
6,440
+6,333
13 14
15
16 17