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
576
$356K 0.01%
28,560
+93
577
$354K 0.01%
13,100
-2
578
$354K 0.01%
11,540
-166
579
$352K 0.01%
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580
$352K 0.01%
4,502
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581
$349K 0.01%
17,627
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582
$348K 0.01%
11,642
-110,492
583
$347K 0.01%
5,122
-159
584
$345K 0.01%
10,475
+5,705
585
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7,342
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586
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5,823
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587
$341K 0.01%
7,214
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588
$338K 0.01%
2,529
+396
589
$336K 0.01%
4,093
-382
590
$335K 0.01%
9,493
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591
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592
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1,735
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593
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2,466
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594
$330K 0.01%
11,476
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595
$328K 0.01%
12,106
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596
$326K 0.01%
651
-23
597
$325K 0.01%
6,163
+5,178
598
$323K 0.01%
245
+72
599
$322K 0.01%
1,577
+121
600
$320K 0.01%
1,119
+169
22 23
24
25 26