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
776
$241K 0.01%
1,267
+324
777
$239K 0.01%
5,116
-132
778
$238K 0.01%
5,486
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779
$238K 0.01%
6,386
-8,272
780
$238K 0.01%
3,099
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781
$237K 0.01%
2,493
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782
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2,173
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-603
784
$236K 0.01%
6,482
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785
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786
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787
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3,121
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788
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5,365
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789
$230K 0.01%
1,357
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790
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791
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8,788
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793
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10,710
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795
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796
$221K 0.01%
2,762
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797
$220K 0.01%
12,534
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798
$220K 0.01%
1,973
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$220K 0.01%
11,116
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800
$219K 0.01%
1,662
-2,404
30 31
32
33 34