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
901
$121K ﹤0.01%
2,445
+999
902
$120K ﹤0.01%
6,580
+1,277
903
$120K ﹤0.01%
7,100
+2,850
904
$120K ﹤0.01%
3,499
+1,600
905
$120K ﹤0.01%
1,070
+798
906
$120K ﹤0.01%
+3,800
907
$119K ﹤0.01%
12,000
908
$119K ﹤0.01%
+10,362
909
$119K ﹤0.01%
3,527
+37
910
$118K ﹤0.01%
2,360
+995
911
$118K ﹤0.01%
4,317
+1,236
912
$118K ﹤0.01%
1,504
+536
913
$117K ﹤0.01%
3,018
+1,515
914
$117K ﹤0.01%
6,359
+18
915
$117K ﹤0.01%
3,424
+176
916
$117K ﹤0.01%
2,461
-77
917
$116K ﹤0.01%
8,212
+3,240
918
$116K ﹤0.01%
882
+142
919
$115K ﹤0.01%
2,109
+1,252
920
$115K ﹤0.01%
1,902
+29
921
$114K ﹤0.01%
+4,000
922
$114K ﹤0.01%
2,842
+1,113
923
$114K ﹤0.01%
155
+14
924
$114K ﹤0.01%
1,550
+100
925
$114K ﹤0.01%
3,105
+10
35 36
37
38 39