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
551
$386K 0.02%
8,432
-378
552
$386K 0.02%
10,698
+1,657
553
$384K 0.02%
12,616
+2,699
554
$384K 0.01%
5,664
+3,538
555
$384K 0.01%
4,879
+1,403
556
$383K 0.01%
18,998
+13,519
557
$382K 0.01%
4,104
+380
558
$382K 0.01%
53,096
+970
559
$380K 0.01%
12,140
+448
560
$378K 0.01%
6,568
+1,224
561
$377K 0.01%
23,168
+10,760
562
$374K 0.01%
4,069
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563
$373K 0.01%
3,255
-39,802
564
$372K 0.01%
7,819
+7,520
565
$371K 0.01%
13,249
+6,882
566
$368K 0.01%
4,039
+3,842
567
$368K 0.01%
2,326
-19
568
$368K 0.01%
7,318
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569
$367K 0.01%
6,327
+3,716
570
$365K 0.01%
33,833
-590
571
$365K 0.01%
3,694
+1,976
572
$363K 0.01%
17,433
+2,124
573
$362K 0.01%
5,790
+665
574
$358K 0.01%
1,584
+1,208
575
$357K 0.01%
15,502
+11,089
21 22
23
24 25