SWM

Spire Wealth Management Portfolio holdings

AUM $3.12B
This Quarter Return
-2.07%
1 Year Return
+10.54%
3 Year Return
+33.73%
5 Year Return
10 Year Return
AUM
$3.12B
AUM Growth
-$96.2M
Cap. Flow
+$24.8M
Cap. Flow %
0.79%
Top 10 Hldgs %
24.6%
Holding
2,609
New
169
Increased
848
Reduced
831
Closed
146
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$217K0.01% 1,654
-300
-15%
-$39.4K
$217K0.01% 1,303
-100
-7%
-$16.7K
$216K0.01% 888
+180
+25%
+$43.9K
$216K0.01% 2,980
-121
-4%
-$8.77K
$216K0.01% 1,897
+22
+1%
+$2.5K
$214K0.01% 684
-10
-1%
-$3.14K
$214K0.01% 2,524
+94
+4%
+$7.99K
$214K0.01% 5,171
-9
-0.2%
-$372
$213K0.01% 6,900
+1
+0%
+$31
$212K0.01% 7,009
-132
-2%
-$4K
$212K0.01% 5,112
-2,142
-30%
-$88.8K
$212K0.01% 2,211
-2,916
-57%
-$279K
$212K0.01% 1,843
$211K0.01% 6,928
-258
-4%
-$7.85K
$211K0.01% 8,061
-4,918
-38%
-$129K
$211K0.01% 5,666
-650
-10%
-$24.2K
$209K0.01% 2,651
+600
+29%
+$47.3K
$208K0.01% 5,028
-737
-13%
-$30.5K
$207K0.01% 1,126
-1,601
-59%
-$294K
$204K0.01% 5,678
-1,949
-26%
-$70.1K
$204K0.01% 20,320
+1,576
+8%
+$15.8K
$202K0.01% 2,502
+2
+0.1%
+$162
$201K0.01% 8,027
$201K0.01% 462
+9
+2%
+$3.91K
$198K0.01% 24,500