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
776
$173K 0.01%
+29,491
777
$172K 0.01%
5,550
-5,560
778
$171K 0.01%
+12,202
779
$171K 0.01%
1,762
+1,669
780
$170K 0.01%
2,415
+973
781
$170K 0.01%
7,106
+4,818
782
$170K 0.01%
7,569
-2,188
783
$169K 0.01%
920
+248
784
$169K 0.01%
2,221
+101
785
$169K 0.01%
18,067
+15,511
786
$168K 0.01%
4,055
-3,697
787
$168K 0.01%
3,249
+926
788
$167K 0.01%
30
789
$167K 0.01%
3,956
+325
790
$167K 0.01%
10,578
+230
791
$166K 0.01%
4,214
-200
792
$166K 0.01%
5,258
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793
$165K 0.01%
5,425
+425
794
$164K 0.01%
2,168
+1,451
795
$163K 0.01%
2,945
+306
796
$162K 0.01%
3,131
+1,817
797
$162K 0.01%
1,072
+222
798
$162K 0.01%
+1,181
799
$161K 0.01%
1,035
+135
800
$161K 0.01%
3,279
+3,104
30 31
32
33 34