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
751
$266K 0.01%
6,377
-115
752
$266K 0.01%
+25,865
753
$266K 0.01%
5,115
+67
754
$265K 0.01%
7,978
+7,062
755
$263K 0.01%
+29,618
756
$262K 0.01%
3,650
+607
757
$262K 0.01%
7,742
+959
758
$260K 0.01%
5,774
-839
759
$260K 0.01%
22,547
+5,000
760
$260K 0.01%
4,473
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761
$259K 0.01%
7,424
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762
$259K 0.01%
8,297
-892
763
$258K 0.01%
12,291
+11,942
764
$256K 0.01%
6,525
+2,319
765
$255K 0.01%
5,062
766
$255K 0.01%
3,280
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767
$254K 0.01%
24,095
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768
$252K 0.01%
3,290
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769
$251K 0.01%
10,212
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770
$249K 0.01%
436
-2,157
771
$249K 0.01%
12,581
+175
772
$245K 0.01%
5,217
+1,029
773
$244K 0.01%
9,123
+3,758
774
$243K 0.01%
3,522
-4
775
$242K 0.01%
1,880
29 30
31
32 33