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
26
$22.9M 0.73%
175,054
+5,492
27
$22.3M 0.72%
475,044
+474,980
28
$21.8M 0.7%
62,291
+4,292
29
$21.7M 0.7%
66,800
-477
30
$21.2M 0.68%
38,628
-9,062
31
$21M 0.67%
39,427
+3,425
32
$20.9M 0.67%
121,203
+1,296
33
$19.5M 0.62%
209,230
-11,930
34
$19.1M 0.61%
205,988
+2,089
35
$18.6M 0.6%
51,615
+119
36
$18.2M 0.58%
338,051
-5,128
37
$17.2M 0.55%
36,742
+3,456
38
$16.7M 0.53%
300,863
-7,115
39
$16.3M 0.52%
31,214
-119
40
$15.4M 0.49%
98,534
-1,742
41
$15M 0.48%
248,379
+6,805
42
$14.7M 0.47%
201,314
+13,832
43
$14.4M 0.46%
121,484
-5,947
44
$13.9M 0.45%
37,964
-277
45
$13.3M 0.43%
146,887
+1,041
46
$13.1M 0.42%
149,020
-19,941
47
$13.1M 0.42%
317,204
+9,496
48
$12.9M 0.41%
158,537
+22,393
49
$12.7M 0.41%
18,842
-384
50
$12.3M 0.39%
59,558
+430
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