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
851
$175K 0.01%
2,793
852
$175K 0.01%
1,982
+1,780
853
$174K 0.01%
2,335
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854
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$173K 0.01%
1,035
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856
$173K 0.01%
3,486
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$172K 0.01%
1,090
-6
858
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9,370
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859
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860
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1,252
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$171K 0.01%
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862
$171K 0.01%
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863
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7,113
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$170K 0.01%
2,410
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$170K 0.01%
3,257
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$168K 0.01%
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$168K 0.01%
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417
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$165K 0.01%
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1,103
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872
$162K 0.01%
9,726
+164
873
$161K 0.01%
439
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874
$161K 0.01%
5,194
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875
$161K 0.01%
926
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33 34
35
36 37