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
751
$183K 0.01%
7,290
+4,030
752
$183K 0.01%
28,311
+4,277
753
$182K 0.01%
1,900
+190
754
$182K 0.01%
+11,846
755
$182K 0.01%
3,780
-1,266
756
$181K 0.01%
2,015
+1,438
757
$181K 0.01%
2,809
+45
758
$181K 0.01%
5,561
+91
759
$181K 0.01%
3,629
+2,150
760
$181K 0.01%
1,306
-31,782
761
$180K 0.01%
21,348
+7,495
762
$180K 0.01%
6,482
+3,753
763
$180K 0.01%
1,768
+292
764
$179K 0.01%
3,548
+862
765
$179K 0.01%
896
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766
$179K 0.01%
2,341
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767
$178K 0.01%
1,065
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768
$178K 0.01%
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769
$178K 0.01%
7,701
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770
$177K 0.01%
926
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771
$177K 0.01%
2,926
-740
772
$176K 0.01%
1,854
+349
773
$174K 0.01%
3,411
+394
774
$173K 0.01%
824
-17,568
775
$173K 0.01%
+6,662
29 30
31
32 33