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
876
$132K 0.01%
+10,131
877
$131K 0.01%
2,633
+552
878
$130K 0.01%
12,329
879
$130K 0.01%
8,344
+139
880
$129K 0.01%
1,021
-28
881
$128K 0.01%
4,000
882
$128K 0.01%
3,650
+1,262
883
$128K 0.01%
3,159
+1,343
884
$128K 0.01%
1,054
-222
885
$128K 0.01%
2,034
+303
886
$127K 0.01%
1,327
+1,015
887
$127K ﹤0.01%
5,467
+3,329
888
$127K ﹤0.01%
5,388
+1,523
889
$126K ﹤0.01%
1,128
+100
890
$126K ﹤0.01%
+5,646
891
$126K ﹤0.01%
2,743
-32
892
$126K ﹤0.01%
1,902
+497
893
$125K ﹤0.01%
2,401
+1,581
894
$125K ﹤0.01%
4,696
+188
895
$125K ﹤0.01%
1,875
+450
896
$124K ﹤0.01%
12,215
-2,977
897
$122K ﹤0.01%
1,277
+248
898
$122K ﹤0.01%
7,863
+2,151
899
$122K ﹤0.01%
1,793
+780
900
$121K ﹤0.01%
3,107
+1,213
34 35
36
37 38