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
526
$593K 0.02%
2,391
-4,980
527
$590K 0.02%
2,656
-10,293
528
$582K 0.02%
2,583
+262
529
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13,932
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530
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2,586
-8,214
531
$573K 0.02%
3,257
+69
532
$570K 0.02%
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-3,156
533
$570K 0.02%
8,027
-2,953
534
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4,677
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535
$563K 0.02%
+11,111
536
$563K 0.02%
6,087
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537
$563K 0.02%
27,125
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538
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25,974
-260
539
$558K 0.02%
7,608
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540
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2,424
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541
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26,137
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542
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13,121
-4,236
543
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3,424
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544
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3,734
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545
$547K 0.02%
10,631
546
$546K 0.02%
4,798
-1,673
547
$544K 0.02%
68,396
+1,493
548
$543K 0.02%
2,075
+50
549
$541K 0.02%
3,431
+398
550
$536K 0.02%
14,957
+1,342
20 21
22
23 24