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
851
$140K 0.01%
1,036
+66
852
$139K 0.01%
670
+154
853
$139K 0.01%
436
+21
854
$139K 0.01%
+5,846
855
$139K 0.01%
17,040
+5,270
856
$138K 0.01%
4,195
+20
857
$138K 0.01%
1,814
858
$138K 0.01%
1,923
+990
859
$137K 0.01%
462
+200
860
$137K 0.01%
5,011
-2,706
861
$136K 0.01%
3,274
-23,722
862
$136K 0.01%
2,154
+1,544
863
$136K 0.01%
4,629
-1,930
864
$136K 0.01%
635
+119
865
$136K 0.01%
4,339
-410
866
$135K 0.01%
447
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867
$134K 0.01%
11,243
+3,523
868
$134K 0.01%
11,930
+10,368
869
$134K 0.01%
2,168
870
$133K 0.01%
1,528
+528
871
$133K 0.01%
8,600
+2,500
872
$133K 0.01%
8,582
873
$133K 0.01%
4,153
+1,258
874
$132K 0.01%
3,831
-2,471
875
$132K 0.01%
4,786
+1,174
33 34
35
36 37