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
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
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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