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
426
$668K 0.03%
5,255
+1,685
427
$667K 0.03%
19,525
428
$667K 0.03%
17,931
+14,012
429
$667K 0.03%
13,635
-288
430
$666K 0.03%
5,000
+993
431
$666K 0.03%
21,499
+634
432
$665K 0.03%
12,233
-1,887
433
$658K 0.03%
50,268
+44,768
434
$656K 0.03%
4,904
+4,822
435
$653K 0.03%
14,822
+11,311
436
$633K 0.02%
18,558
+9,681
437
$631K 0.02%
+15,315
438
$631K 0.02%
20,307
+145
439
$631K 0.02%
21,003
+10,669
440
$630K 0.02%
6,201
-2,404
441
$625K 0.02%
11,398
+3,020
442
$624K 0.02%
+38,561
443
$620K 0.02%
2,866
+784
444
$617K 0.02%
14,098
-36,711
445
$609K 0.02%
477
+421
446
$602K 0.02%
9,064
+5,860
447
$600K 0.02%
5,237
+607
448
$598K 0.02%
+53,669
449
$598K 0.02%
2,660
+1,785
450
$598K 0.02%
5,082
+1,207
16 17
18
19 20