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
726
$287K 0.01%
1,859
+31
727
$286K 0.01%
2,076
+341
728
$284K 0.01%
51,590
+2,378
729
$282K 0.01%
2,800
730
$281K 0.01%
8,195
-7,331
731
$281K 0.01%
2,677
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732
$280K 0.01%
3,073
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733
$280K 0.01%
2,716
-107
734
$279K 0.01%
3,667
+468
735
$278K 0.01%
36,837
+67
736
$277K 0.01%
11,754
+1,027
737
$275K 0.01%
2,656
-4,119
738
$275K 0.01%
13,596
+1,012
739
$274K 0.01%
11,684
-2,309
740
$273K 0.01%
4,123
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741
$273K 0.01%
5,148
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742
$272K 0.01%
8,126
-9,159
743
$272K 0.01%
3,367
+166
744
$272K 0.01%
2,057
-61
745
$271K 0.01%
9,403
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746
$270K 0.01%
229
-14
747
$270K 0.01%
5,480
-46
748
$270K 0.01%
2,631
-38
749
$268K 0.01%
7,112
-2,662
750
$267K 0.01%
8,632
28 29
30
31 32