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
501
$658K 0.02%
11,949
-2,201
502
$657K 0.02%
13,080
+2,259
503
$656K 0.02%
1,281
+98
504
$649K 0.02%
2,456
-23,624
505
$646K 0.02%
16,270
-3,418
506
$645K 0.02%
18,353
-3,958
507
$638K 0.02%
14,406
-175
508
$629K 0.02%
25,685
-6,597
509
$627K 0.02%
9,872
+416
510
$623K 0.02%
1,843
-2,913
511
$621K 0.02%
+27,824
512
$618K 0.02%
5,516
+413
513
$617K 0.02%
4,727
+517
514
$617K 0.02%
4,596
+53
515
$615K 0.02%
4,885
-100
516
$610K 0.02%
15,053
+5,701
517
$608K 0.02%
11,088
-1,083
518
$604K 0.02%
37,910
+37,010
519
$603K 0.02%
14,659
-9,226
520
$602K 0.02%
5,031
-429
521
$601K 0.02%
15,150
+1
522
$600K 0.02%
20,207
+11,516
523
$598K 0.02%
4,339
-19,496
524
$598K 0.02%
1,250
+488
525
$595K 0.02%
4,809
+713
19 20
21
22 23