SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$22.1M
2
+$10.6M
3
+$8.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$6.47M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$13.4M
4
GWW icon
W.W. Grainger
GWW
+$7.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.2M

Sector Composition

1 Technology 14.79%
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
651
$380K 0.01%
6,357
+1,961
652
$379K 0.01%
14,440
-41,217
653
$378K 0.01%
13,833
+21
654
$377K 0.01%
9,953
-1,167
655
$375K 0.01%
18,941
+2,859
656
$375K 0.01%
3,827
-170
657
$374K 0.01%
3,509
+219
658
$374K 0.01%
1,710
-241
659
$373K 0.01%
1,692
+1,483
660
$373K 0.01%
4,645
-1,111
661
$370K 0.01%
1,628
-5
662
$369K 0.01%
8,985
+7,871
663
$369K 0.01%
3,693
664
$368K 0.01%
10,255
-18,300
665
$362K 0.01%
2,118
+234
666
$361K 0.01%
9,205
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667
$360K 0.01%
11,800
668
$359K 0.01%
5,047
+132
669
$358K 0.01%
2,074
+105
670
$358K 0.01%
1,349
+29
671
$357K 0.01%
9,230
+482
672
$356K 0.01%
11,755
-2,989
673
$354K 0.01%
9,526
+9,458
674
$350K 0.01%
5,406
-1,528
675
$347K 0.01%
+5,234
25 26
27
28 29