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
651
$258K 0.01%
8,733
+3,733
652
$258K 0.01%
6,661
+618
653
$256K 0.01%
12,364
+9,209
654
$255K 0.01%
7,898
+80
655
$255K 0.01%
+75,420
656
$253K 0.01%
2,388
+100
657
$253K 0.01%
3,337
+2,972
658
$252K 0.01%
+17,940
659
$252K 0.01%
3,966
+120
660
$252K 0.01%
20,960
+685
661
$251K 0.01%
4,550
+2,470
662
$250K 0.01%
27,952
+26,952
663
$250K 0.01%
5,348
+3,559
664
$249K 0.01%
1,236
-427
665
$249K 0.01%
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666
$249K 0.01%
4,654
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667
$248K 0.01%
6,630
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668
$246K 0.01%
1,286
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669
$245K 0.01%
8,900
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670
$245K 0.01%
3,561
-51,580
671
$243K 0.01%
5,355
+1,956
672
$242K 0.01%
+28,032
673
$242K 0.01%
11,148
+10,661
674
$241K 0.01%
7,782
+5,505
675
$240K 0.01%
88,085
+84,405
25 26
27
28 29