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
51
$10.4M 0.4%
127,463
+49,835
52
$10.3M 0.4%
188,464
+104,978
53
$10.2M 0.4%
159,420
+86,856
54
$10.1M 0.39%
47,528
+19,764
55
$10.1M 0.39%
101,587
+21,975
56
$9.94M 0.39%
134,696
-8,561
57
$9.74M 0.38%
38,574
+6,356
58
$9.72M 0.38%
117,296
+24,964
59
$9.47M 0.37%
29,522
+6,398
60
$9.28M 0.36%
160,137
+18,456
61
$9.1M 0.35%
60,228
+5,046
62
$9.02M 0.35%
54,319
+7,457
63
$8.48M 0.33%
50,909
+11,973
64
$8.43M 0.33%
98,598
+23,446
65
$8M 0.31%
196,573
+64,519
66
$7.96M 0.31%
70,460
+54,683
67
$7.91M 0.31%
55,270
+8,360
68
$7.9M 0.31%
14,470
+13,630
69
$7.81M 0.3%
107,967
+16,994
70
$7.8M 0.3%
24,764
+3,664
71
$7.77M 0.3%
174,688
+39,887
72
$7.74M 0.3%
59,368
+19,772
73
$7.51M 0.29%
16,333
+2,513
74
$7.51M 0.29%
29,513
+28,436
75
$7.42M 0.29%
176,720
+29,348
1 2
3
4 5