SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$22.1M
2
+$10.6M
3
+$8.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$6.47M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$13.4M
4
GWW icon
W.W. Grainger
GWW
+$7.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.2M

Sector Composition

1 Technology 14.79%
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
451
$803K 0.03%
25,727
+80
452
$803K 0.03%
24,826
-574
453
$802K 0.03%
5,094
+298
454
$800K 0.03%
26,920
-7,550
455
$798K 0.03%
11,371
+488
456
$797K 0.03%
17,254
+16,391
457
$794K 0.03%
12,023
-567
458
$793K 0.03%
21,735
-394
459
$788K 0.03%
19,044
+8,104
460
$781K 0.03%
16,739
+11,531
461
$780K 0.03%
4,341
+148
462
$777K 0.02%
5,873
+2,059
463
$765K 0.02%
3,800
-67
464
$762K 0.02%
6,947
+114
465
$757K 0.02%
51,860
+5,050
466
$756K 0.02%
+8,428
467
$752K 0.02%
21,760
-3,984
468
$747K 0.02%
18,325
469
$746K 0.02%
10,924
-210
470
$737K 0.02%
5,028
+123
471
$737K 0.02%
8,716
-385
472
$733K 0.02%
26,133
473
$729K 0.02%
9,619
-124
474
$728K 0.02%
10,616
-500
475
$726K 0.02%
7,451
17 18
19
20 21