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
826
$148K 0.01%
1,529
+683
827
$148K 0.01%
416
+283
828
$148K 0.01%
956
-200
829
$147K 0.01%
14,861
+366
830
$146K 0.01%
3,263
+455
831
$146K 0.01%
1,993
+1,981
832
$146K 0.01%
1,129
+885
833
$146K 0.01%
1,765
+965
834
$146K 0.01%
4,741
+701
835
$145K 0.01%
2,295
+194
836
$145K 0.01%
2,110
+792
837
$145K 0.01%
2,032
+1,770
838
$144K 0.01%
3,026
839
$144K 0.01%
+4,560
840
$144K 0.01%
1,314
+697
841
$143K 0.01%
4,631
+396
842
$143K 0.01%
2,049
+161
843
$143K 0.01%
2,065
+1,653
844
$142K 0.01%
7,845
+4,295
845
$142K 0.01%
3,106
+799
846
$142K 0.01%
793
+300
847
$142K 0.01%
6,267
+508
848
$142K 0.01%
13,490
-800
849
$141K 0.01%
10,400
+4,805
850
$141K 0.01%
5,607
+4,938
32 33
34
35 36