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
476
$525K 0.02%
4,063
+677
477
$525K 0.02%
+17,850
478
$523K 0.02%
8,674
+3,534
479
$523K 0.02%
6,572
+2,844
480
$523K 0.02%
6,953
+1,660
481
$521K 0.02%
2,873
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482
$520K 0.02%
4,411
+3,615
483
$520K 0.02%
7,041
-3,058
484
$517K 0.02%
4,669
-29,991
485
$505K 0.02%
+22,481
486
$504K 0.02%
9,882
+6,025
487
$503K 0.02%
16,348
+8,498
488
$502K 0.02%
4,668
+4,317
489
$501K 0.02%
9,154
+917
490
$500K 0.02%
2,684
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491
$499K 0.02%
2,528
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492
$498K 0.02%
15,890
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493
$497K 0.02%
2,431
-1,458
494
$496K 0.02%
2,525
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495
$495K 0.02%
14,019
+12,098
496
$490K 0.02%
7,328
-3,210
497
$488K 0.02%
2,849
+767
498
$488K 0.02%
7,237
-43,128
499
$483K 0.02%
3,612
+382
500
$480K 0.02%
2,039
+266
18 19
20
21 22