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
376
$1.15M 0.04%
35,821
-6,169
377
$1.14M 0.04%
31,947
-4
378
$1.14M 0.04%
1,931
-99
379
$1.13M 0.04%
51,245
+13,659
380
$1.12M 0.04%
3,680
+707
381
$1.11M 0.04%
3,600
+1,572
382
$1.11M 0.04%
8,222
-624
383
$1.1M 0.04%
11,386
-3,370
384
$1.1M 0.04%
18,048
-290
385
$1.09M 0.03%
7,345
+6,928
386
$1.08M 0.03%
1,324
-101
387
$1.07M 0.03%
10,630
+1,456
388
$1.07M 0.03%
28,779
-4
389
$1.06M 0.03%
28,224
+1,992
390
$1.06M 0.03%
11,695
-4,717
391
$1.05M 0.03%
26,434
-5,785
392
$1.04M 0.03%
16,100
+41
393
$1.02M 0.03%
33,370
-3,926
394
$1.01M 0.03%
19,317
+1,198
395
$1.01M 0.03%
31,591
+647
396
$1.01M 0.03%
29,728
-3,739
397
$1.01M 0.03%
12,506
-49,417
398
$1M 0.03%
26,134
-3,225
399
$1M 0.03%
9,994
-1,681
400
$999K 0.03%
8,563
+8,363
14 15
16
17 18