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
601
$319K 0.01%
+22,006
602
$317K 0.01%
5,296
+1,250
603
$317K 0.01%
129
-1,336
604
$316K 0.01%
3,466
+1,400
605
$314K 0.01%
9,468
+89
606
$313K 0.01%
+10,885
607
$312K 0.01%
3,793
+1,979
608
$309K 0.01%
+14,113
609
$309K 0.01%
+9,200
610
$308K 0.01%
10,813
-9,850
611
$304K 0.01%
1,967
+2
612
$303K 0.01%
2,070
-87
613
$303K 0.01%
7,281
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614
$302K 0.01%
7,963
+4,124
615
$301K 0.01%
1,259
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616
$299K 0.01%
7,149
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617
$297K 0.01%
27,165
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618
$296K 0.01%
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619
$294K 0.01%
6,637
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620
$292K 0.01%
3,206
+1,452
621
$291K 0.01%
1,917
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622
$288K 0.01%
4,646
+3,274
623
$287K 0.01%
2,922
+1,636
624
$287K 0.01%
8,924
+2
625
$286K 0.01%
12,204
+5,876
23 24
25
26 27