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
401
$994K 0.03%
9,027
+74
402
$994K 0.03%
3,753
-79
403
$989K 0.03%
92,143
+65,320
404
$982K 0.03%
2,844
+470
405
$979K 0.03%
87,407
+40,883
406
$969K 0.03%
83,361
+3,985
407
$969K 0.03%
5,302
+4,665
408
$965K 0.03%
20,973
+15,216
409
$960K 0.03%
1,929
+379
410
$957K 0.03%
3,198
+2,787
411
$957K 0.03%
16,063
+553
412
$954K 0.03%
12,396
+25
413
$954K 0.03%
6,427
-1,023
414
$947K 0.03%
16,581
+1,828
415
$940K 0.03%
9,743
-997
416
$936K 0.03%
4,301
-4,249
417
$934K 0.03%
3,634
-39
418
$934K 0.03%
27,144
-5,124
419
$934K 0.03%
60,788
+52,736
420
$921K 0.03%
8,733
-1,477
421
$916K 0.03%
+6,682
422
$915K 0.03%
12,029
+4
423
$913K 0.03%
23,150
+22,750
424
$909K 0.03%
396,751
+160,601
425
$908K 0.03%
14,227
+14,085
15 16
17
18 19