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
676
$240K 0.01%
3,446
-656
677
$237K 0.01%
9,315
+8,100
678
$236K 0.01%
42,756
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$235K 0.01%
5,703
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681
$232K 0.01%
5,295
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682
$230K 0.01%
+2,280
683
$230K 0.01%
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684
$229K 0.01%
7,124
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685
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686
$227K 0.01%
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687
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2,254
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688
$226K 0.01%
674
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689
$226K 0.01%
4,401
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690
$223K 0.01%
7,640
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5,200
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697
$218K 0.01%
6,204
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698
$218K 0.01%
8,162
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699
$218K 0.01%
+7,200
700
$217K 0.01%
2,340
-1,290
26 27
28
29 30