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
451
$596K 0.02%
11,348
+1,190
452
$595K 0.02%
4,281
+328
453
$590K 0.02%
15,818
+6,872
454
$587K 0.02%
1,648
+738
455
$585K 0.02%
13,776
+8,657
456
$585K 0.02%
8,717
+169
457
$582K 0.02%
39,450
-10,938
458
$575K 0.02%
15,827
+14,819
459
$575K 0.02%
13,285
+1,632
460
$574K 0.02%
2,647
+915
461
$571K 0.02%
32,625
+8,009
462
$571K 0.02%
22,898
+18,058
463
$567K 0.02%
12,544
+9,182
464
$565K 0.02%
17,602
+7,594
465
$565K 0.02%
9,488
+55
466
$562K 0.02%
8,098
-123
467
$561K 0.02%
2,714
-699
468
$554K 0.02%
4,045
+518
469
$553K 0.02%
5,250
+4,017
470
$550K 0.02%
3,842
+2,500
471
$546K 0.02%
8,615
+563
472
$546K 0.02%
14,331
+6,209
473
$538K 0.02%
5,595
+1,266
474
$528K 0.02%
10,421
+2,332
475
$526K 0.02%
5,187
+1,095
17 18
19
20 21