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
26
$17.5M 0.68%
358,676
+111,116
27
$17M 0.66%
758,598
-475,681
28
$16.9M 0.66%
122,040
+856
29
$16M 0.62%
207,000
+37,422
30
$15.1M 0.59%
376,046
+116,512
31
$14.9M 0.58%
223,388
+46,904
32
$14.9M 0.58%
136,050
+35,876
33
$14.3M 0.56%
68,926
+38,191
34
$13.8M 0.54%
159,441
+63,175
35
$13.5M 0.53%
35,990
-35,468
36
$13.5M 0.53%
186,048
+45,577
37
$13.5M 0.53%
420,553
+76,654
38
$13.1M 0.51%
44,540
+7,793
39
$12.7M 0.5%
52,161
+268
40
$12.6M 0.49%
273,662
+146,124
41
$12.4M 0.48%
140,171
+35,495
42
$11.9M 0.46%
123,139
+36,057
43
$11.8M 0.46%
34,264
+1,358
44
$11.6M 0.45%
104,981
+25,272
45
$11.5M 0.45%
111,043
+19,741
46
$11.5M 0.45%
161,378
+6,075
47
$11.4M 0.44%
152,916
+22,640
48
$11.2M 0.44%
251,862
+44,812
49
$11M 0.43%
35,515
-4,717
50
$10.8M 0.42%
106,258
+32,714
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