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
476
$726K 0.02%
19,310
477
$722K 0.02%
19,104
478
$714K 0.02%
12,330
479
$713K 0.02%
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480
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27,940
+27,440
481
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8,580
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482
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2,757
-346
483
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484
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6,340
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485
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25,920
+6,500
486
$693K 0.02%
6,777
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487
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488
$689K 0.02%
8,877
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489
$685K 0.02%
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490
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3,944
-16
491
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15,272
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492
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493
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11,115
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494
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14,291
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495
$667K 0.02%
1,960
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496
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2,203
-6,044
497
$664K 0.02%
21,729
+3,103
498
$663K 0.02%
17,922
-6,312
499
$662K 0.02%
14,456
+1,154
500
$661K 0.02%
5,418
-65
18 19
20
21 22