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
801
$217K 0.01%
1,654
-300
802
$217K 0.01%
1,303
-100
803
$216K 0.01%
888
+180
804
$216K 0.01%
2,980
-121
805
$216K 0.01%
1,897
+22
806
$214K 0.01%
684
-10
807
$214K 0.01%
2,524
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808
$214K 0.01%
5,171
-9
809
$213K 0.01%
6,900
+1
810
$212K 0.01%
7,009
-132
811
$212K 0.01%
5,112
-2,142
812
$212K 0.01%
2,211
-2,916
813
$212K 0.01%
1,843
814
$211K 0.01%
6,928
-258
815
$211K 0.01%
8,061
-4,918
816
$211K 0.01%
5,666
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817
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818
$208K 0.01%
5,028
-737
819
$207K 0.01%
1,126
-1,601
820
$204K 0.01%
5,678
-1,949
821
$204K 0.01%
20,320
+1,576
822
$202K 0.01%
2,502
+2
823
$201K 0.01%
8,027
824
$201K 0.01%
462
+9
825
$198K 0.01%
24,500
31 32
33
34 35