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
801
$159K 0.01%
4,902
-6,281
802
$159K 0.01%
5,928
-11,288
803
$159K 0.01%
1,970
+334
804
$158K 0.01%
2,912
+363
805
$158K 0.01%
3,023
+2,919
806
$157K 0.01%
6,899
+849
807
$156K 0.01%
1,157
-120
808
$156K 0.01%
6,971
+859
809
$155K 0.01%
4,631
+4,481
810
$154K 0.01%
4,905
-1,859
811
$154K 0.01%
3,064
-446
812
$154K 0.01%
6,562
813
$154K 0.01%
+3,797
814
$153K 0.01%
2,463
+246
815
$153K 0.01%
2,569
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816
$152K 0.01%
272
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817
$151K 0.01%
1,398
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818
$149K 0.01%
7,636
-4,764
819
$149K 0.01%
7,750
820
$149K 0.01%
650
+236
821
$149K 0.01%
1,512
+1,215
822
$149K 0.01%
3,732
+3,545
823
$148K 0.01%
5,201
+2,001
824
$148K 0.01%
4,295
+970
825
$148K 0.01%
3,387
+3,187
31 32
33
34 35