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
$3.12B
AUM Growth
-$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$10.1M
3
+$8.54M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.33M
5
IAU icon
iShares Gold Trust
IAU
+$7.06M

Top Sells

1
+$25.1M
2
+$18.3M
3
+$12.9M
4
GWW icon
W.W. Grainger
GWW
+$7.48M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.69M

Sector Composition

1 Technology 14.8%
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
51
$12M 0.39%
70,686
+3,529
52
$12M 0.38%
146,429
-871
53
$11.9M 0.38%
71,117
-685
54
$11.8M 0.38%
23,909
+2,187
55
$11.8M 0.38%
68,859
+2,220
56
$11.6M 0.37%
280,304
+34,036
57
$11.6M 0.37%
198,770
-39,563
58
$11.4M 0.36%
124,773
+91,534
59
$11.1M 0.35%
116,114
+806
60
$10.8M 0.35%
45,262
+313
61
$10.8M 0.34%
137,589
+47,939
62
$10.7M 0.34%
62,864
-211
63
$10.7M 0.34%
30,382
+82
64
$10.6M 0.34%
149,845
-9,923
65
$9.98M 0.32%
195,372
-6,448
66
$9.78M 0.31%
126,282
-9,400
67
$9.6M 0.31%
18,884
-4,812
68
$9.31M 0.3%
83,769
-2,224
69
$9.02M 0.29%
35,506
+4,290
70
$9.01M 0.29%
18,576
+72
71
$8.99M 0.29%
29,317
-6,376
72
$8.93M 0.29%
173,454
+4,290
73
$8.71M 0.28%
10,942
-106
74
$8.64M 0.28%
151,225
+31,551
75
$8.54M 0.27%
+168,680
1 2
3
4 5