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
401
$738K 0.03%
14,090
+5,650
402
$738K 0.03%
47,705
+870
403
$727K 0.03%
12,003
+1,593
404
$718K 0.03%
12,920
+2,982
405
$715K 0.03%
2,935
-120
406
$702K 0.03%
4,118
+3,808
407
$702K 0.03%
13,514
+7,513
408
$697K 0.03%
13,775
+1,793
409
$694K 0.03%
4,691
+302
410
$693K 0.03%
43,434
+28,755
411
$690K 0.03%
2,403
+1,056
412
$688K 0.03%
6,481
+716
413
$687K 0.03%
7,884
+954
414
$687K 0.03%
5,005
+1,389
415
$687K 0.03%
2,687
+496
416
$681K 0.03%
3,060
-16,587
417
$680K 0.03%
11,594
+1,120
418
$677K 0.03%
54,990
+48,405
419
$677K 0.03%
10,686
+459
420
$676K 0.03%
20,909
+1,470
421
$675K 0.03%
+20,975
422
$674K 0.03%
6,123
+5,994
423
$674K 0.03%
11,055
+432
424
$672K 0.03%
18,314
+9,933
425
$669K 0.03%
4,053
+1,605
15 16
17
18 19