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
376
$847K 0.03%
33,518
+5,374
377
$847K 0.03%
73,420
+45,671
378
$840K 0.03%
16,930
+3,302
379
$826K 0.03%
15,791
+12,807
380
$821K 0.03%
30,472
+22,007
381
$820K 0.03%
9,609
+240
382
$808K 0.03%
20,265
-335
383
$806K 0.03%
5,798
+5,352
384
$803K 0.03%
14,687
+11,422
385
$801K 0.03%
96,075
-4,550
386
$796K 0.03%
21,290
+4,304
387
$785K 0.03%
5,940
+1,931
388
$779K 0.03%
19,794
-1,185
389
$779K 0.03%
12,777
+2,377
390
$768K 0.03%
7,128
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391
$766K 0.03%
8,667
+8,548
392
$764K 0.03%
6,970
+1,542
393
$764K 0.03%
13,836
+6,279
394
$757K 0.03%
19,926
+13,014
395
$749K 0.03%
23,675
+850
396
$749K 0.03%
9,811
+5,633
397
$748K 0.03%
9,017
+91
398
$748K 0.03%
8,607
+8,150
399
$747K 0.03%
11,405
+608
400
$743K 0.03%
40,455
-43,925
14 15
16
17 18