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
701
$216K 0.01%
5,750
+3,650
702
$216K 0.01%
3,151
+1,915
703
$216K 0.01%
1,730
+29
704
$216K 0.01%
12,388
+10,198
705
$215K 0.01%
7,147
+111
706
$214K 0.01%
2,144
+2,039
707
$212K 0.01%
3,522
+903
708
$211K 0.01%
1,129
709
$211K 0.01%
8,640
-111
710
$211K 0.01%
5,615
-180
711
$210K 0.01%
10,118
+1,150
712
$210K 0.01%
+6,166
713
$209K 0.01%
9,796
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714
$208K 0.01%
+7,129
715
$207K 0.01%
2,717
-17,689
716
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717
$207K 0.01%
1,331
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718
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1,042
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719
$205K 0.01%
16,459
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720
$204K 0.01%
2,919
+2,364
721
$204K 0.01%
2,433
+1,780
722
$204K 0.01%
+20,966
723
$203K 0.01%
4,246
-2,770
724
$201K 0.01%
10,068
+38
725
$200K 0.01%
3,666
-21,314
27 28
29
30 31