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
701
$313K 0.01%
554
-3,636
702
$313K 0.01%
15,356
-5,145
703
$311K 0.01%
10,645
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$311K 0.01%
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3,172
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707
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2,341
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709
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710
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711
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9,295
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3,319
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714
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6,477
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715
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11,127
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1,415
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722
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723
$292K 0.01%
636
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724
$289K 0.01%
11,598
-2
725
$287K 0.01%
2,627
-1,599
27 28
29
30 31