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
426
$907K 0.03%
4,422
-1,923
427
$893K 0.03%
12,862
+978
428
$893K 0.03%
7,603
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429
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7,167
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430
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431
$870K 0.03%
30,463
-6,052
432
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3,542
-72
433
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10,028
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434
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435
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8,664
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436
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37,077
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437
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4,452
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438
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6,612
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439
$844K 0.03%
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440
$837K 0.03%
11,034
-11
441
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31,331
442
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443
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444
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8,433
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445
$827K 0.03%
10,119
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446
$826K 0.03%
43,606
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447
$826K 0.03%
+27,340
448
$816K 0.03%
2,670
-139
449
$808K 0.03%
6,228
+105
450
$804K 0.03%
14,196
+338
16 17
18
19 20