SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
10 Year Return
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$593K0.02% 2,391
-4,980
-68%
-$1.23M
$590K0.02% 2,656
-10,293
-79%
-$2.29M
$582K0.02% 2,583
+262
+11%
+$59K
$580K0.02% 13,932
+12,858
+1,197%
+$535K
$579K0.02% 2,586
-8,214
-76%
-$1.84M
$573K0.02% 3,257
+69
+2%
+$12.1K
$570K0.02% 26,471
-3,156
-11%
-$67.9K
$570K0.02% 8,027
-2,953
-27%
-$210K
$566K0.02% 4,677
+1
+0%
+$121
$563K0.02%
+11,111
New
+$563K
$563K0.02% 6,087
+3,238
+114%
+$300K
$563K0.02% 27,125
+325
+1%
+$6.74K
$558K0.02% 25,974
-260
-1%
-$5.59K
$558K0.02% 7,608
+9
+0.1%
+$660
$555K0.02% 2,424
+44
+2%
+$10.1K
$551K0.02% 26,137
-25,728
-50%
-$543K
$551K0.02% 13,121
-4,236
-24%
-$178K
$550K0.02% 3,424
-1,745
-34%
-$280K
$548K0.02% 3,734
+241
+7%
+$35.4K
$547K0.02% 10,631
$546K0.02% 4,798
-1,673
-26%
-$190K
$544K0.02% 68,396
+1,493
+2%
+$11.9K
$543K0.02% 2,075
+50
+2%
+$13.1K
$541K0.02% 3,431
+398
+13%
+$62.7K
$536K0.02% 14,957
+1,342
+10%
+$48.1K