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
626
$286K 0.01%
8,128
+6,418
627
$286K 0.01%
10,731
+9,042
628
$283K 0.01%
+11,112
629
$281K 0.01%
10,693
+812
630
$278K 0.01%
1,972
+126
631
$277K 0.01%
44,540
632
$275K 0.01%
7,755
+803
633
$274K 0.01%
19,828
+312
634
$274K 0.01%
1,610
+1,374
635
$273K 0.01%
66,221
+58,769
636
$272K 0.01%
1,394
+32
637
$272K 0.01%
1,919
-111
638
$268K 0.01%
+19,199
639
$268K 0.01%
4,874
+999
640
$266K 0.01%
3,529
-320
641
$266K 0.01%
843
+546
642
$265K 0.01%
8,085
+2,679
643
$265K 0.01%
4,545
+1,708
644
$264K 0.01%
18,076
+17,201
645
$264K 0.01%
9,110
-11,906
646
$264K 0.01%
3,669
+2,517
647
$262K 0.01%
91,751
+89,751
648
$262K 0.01%
+11,315
649
$261K 0.01%
37,523
+2,421
650
$260K 0.01%
5,536
+3,518
24 25
26
27 28