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
351
$1.27M 0.04%
13,761
+335
352
$1.26M 0.04%
30,627
+1,524
353
$1.25M 0.04%
7,729
+616
354
$1.24M 0.04%
+30,013
355
$1.24M 0.04%
54,052
+20,687
356
$1.23M 0.04%
33,417
+2,966
357
$1.23M 0.04%
2,189
+2,073
358
$1.22M 0.04%
20,192
+398
359
$1.22M 0.04%
33,480
-1,462
360
$1.22M 0.04%
46,228
-300
361
$1.22M 0.04%
4,464
-319
362
$1.21M 0.04%
28,400
-2,005
363
$1.21M 0.04%
1,819
+127
364
$1.2M 0.04%
24,010
-1,671
365
$1.2M 0.04%
22,689
366
$1.2M 0.04%
49,071
-493
367
$1.2M 0.04%
22,927
-877
368
$1.2M 0.04%
17,663
-1,220
369
$1.19M 0.04%
9,805
-19,109
370
$1.19M 0.04%
35,885
-6,723
371
$1.19M 0.04%
10,753
+7,478
372
$1.19M 0.04%
19,309
-53,754
373
$1.18M 0.04%
6,574
+965
374
$1.18M 0.04%
9,008
-473
375
$1.17M 0.04%
17,864
13 14
15
16 17