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
526
$434K 0.02%
2,236
+481
527
$432K 0.02%
18,993
-762
528
$431K 0.02%
5,553
+3,242
529
$422K 0.02%
11,961
+1,950
530
$422K 0.02%
2,675
+131
531
$419K 0.02%
1,894
+598
532
$412K 0.02%
+6,422
533
$411K 0.02%
5,112
+2,061
534
$411K 0.02%
8,009
+5,600
535
$409K 0.02%
2,100
+540
536
$407K 0.02%
+13,935
537
$401K 0.02%
7,964
+1,138
538
$400K 0.02%
9,363
-157
539
$399K 0.02%
2,507
+50
540
$398K 0.02%
6,876
+1,393
541
$398K 0.02%
32,724
+2,756
542
$397K 0.02%
2,053
-343
543
$397K 0.02%
13,140
+220
544
$396K 0.02%
11,319
+22
545
$393K 0.02%
16,014
+10,004
546
$390K 0.02%
2,121
+482
547
$389K 0.02%
+13,504
548
$389K 0.02%
2,785
+1,094
549
$388K 0.02%
13,280
+11,520
550
$386K 0.02%
7,065
+3,325
20 21
22
23 24