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
876
$160K 0.01%
+5,930
877
$159K 0.01%
1,158
+298
878
$159K 0.01%
3,229
+1,225
879
$158K 0.01%
7,786
+112
880
$158K 0.01%
3,257
-1,220
881
$157K 0.01%
2,864
+95
882
$157K 0.01%
2,440
883
$156K 0.01%
2,796
-452
884
$155K 0.01%
3,124
+21
885
$154K ﹤0.01%
1,331
886
$154K ﹤0.01%
6,640
+35
887
$154K ﹤0.01%
5,417
-17,807
888
$154K ﹤0.01%
4,719
-700
889
$153K ﹤0.01%
6,815
-3,406
890
$152K ﹤0.01%
24,908
891
$152K ﹤0.01%
1,199
+14
892
$152K ﹤0.01%
3,966
-22
893
$152K ﹤0.01%
3,947
-125
894
$151K ﹤0.01%
5,984
+2,741
895
$151K ﹤0.01%
9,708
896
$151K ﹤0.01%
2,357
+4
897
$151K ﹤0.01%
761
+308
898
$151K ﹤0.01%
1,775
899
$150K ﹤0.01%
273
-3,012
900
$150K ﹤0.01%
1,802
-23
34 35
36
37 38