SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$22.1M
2
+$10.6M
3
+$8.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$6.47M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$13.4M
4
GWW icon
W.W. Grainger
GWW
+$7.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.2M

Sector Composition

1 Technology 14.79%
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
+294
779
$238K 0.01%
6,386
-8,272
780
$238K 0.01%
3,099
-100
781
$237K 0.01%
2,493
-1,688
782
$236K 0.01%
2,173
-144
783
$236K 0.01%
4,826
-603
784
$236K 0.01%
6,482
-108,039
785
$235K 0.01%
7,666
-9,996
786
$235K 0.01%
5,000
787
$234K 0.01%
3,121
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788
$234K 0.01%
5,365
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789
$230K 0.01%
1,357
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790
$229K 0.01%
5,395
791
$228K 0.01%
2,047
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8,788
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793
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10,710
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795
$224K 0.01%
1,752
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796
$221K 0.01%
2,762
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797
$220K 0.01%
12,534
+1,084
798
$220K 0.01%
1,973
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799
$220K 0.01%
11,116
+616
800
$219K 0.01%
1,662
-2,404
30 31
32
33 34