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
726
$200K 0.01%
5,102
727
$200K 0.01%
15,937
+12,147
728
$199K 0.01%
451
+13
729
$198K 0.01%
693
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730
$197K 0.01%
5,062
+5,006
731
$195K 0.01%
+9,222
732
$194K 0.01%
3,940
-964
733
$193K 0.01%
694
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734
$192K 0.01%
1,746
-122
735
$191K 0.01%
7,722
+6,906
736
$191K 0.01%
1,414
+400
737
$190K 0.01%
2,169
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738
$190K 0.01%
11,766
+8,986
739
$190K 0.01%
4,280
+2,400
740
$190K 0.01%
3,968
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$190K 0.01%
1,140
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742
$187K 0.01%
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743
$186K 0.01%
6,551
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744
$185K 0.01%
2,179
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745
$185K 0.01%
1,960
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746
$185K 0.01%
6,715
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747
$184K 0.01%
872
+404
748
$184K 0.01%
2,346
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749
$184K 0.01%
9,400
+9,300
750
$183K 0.01%
2,217
+192
28 29
30
31 32