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
551
$526K 0.02%
8,463
+4,434
552
$519K 0.02%
7,065
+679
553
$517K 0.02%
5,955
-4,983
554
$512K 0.02%
15,278
-14,619
555
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2,493
+45
556
$507K 0.02%
12,542
-1,035
557
$505K 0.02%
7,140
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558
$504K 0.02%
2,078
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559
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3,488
+384
560
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20,807
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561
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562
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4,891
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563
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9,531
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564
$488K 0.02%
6,716
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565
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566
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569
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570
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25,363
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3,690
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$470K 0.02%
13,611
-7,026
573
$470K 0.02%
2,675
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574
$469K 0.02%
5,007
-2,168
575
$468K 0.02%
12,207
-1,128
21 22
23
24 25