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
501
$480K 0.02%
960
+648
502
$480K 0.02%
17,509
+16,470
503
$480K 0.02%
3,547
+1,860
504
$478K 0.02%
7,320
+611
505
$475K 0.02%
7,615
-4,128
506
$471K 0.02%
9,519
+446
507
$471K 0.02%
4,238
+50
508
$471K 0.02%
6,485
-2,715
509
$471K 0.02%
2,941
+1,499
510
$469K 0.02%
966
+926
511
$468K 0.02%
5,976
+507
512
$463K 0.02%
23,555
+21,555
513
$461K 0.02%
27,890
+25,184
514
$458K 0.02%
21,480
-3,920
515
$454K 0.02%
3,465
+2,637
516
$450K 0.02%
4,913
+2,042
517
$448K 0.02%
1,962
+742
518
$447K 0.02%
4,281
+1,158
519
$446K 0.02%
4,853
+604
520
$446K 0.02%
6,813
+5,680
521
$439K 0.02%
29,593
+2,040
522
$437K 0.02%
8,250
-94,250
523
$435K 0.02%
26,555
+2,010
524
$435K 0.02%
3,853
+1,439
525
$435K 0.02%
12,940
-15,305
19 20
21
22 23