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
901
$149K ﹤0.01%
4,550
902
$149K ﹤0.01%
15,000
903
$148K ﹤0.01%
2,017
+14
904
$148K ﹤0.01%
7,589
-38,144
905
$148K ﹤0.01%
1,900
906
$147K ﹤0.01%
+6,318
907
$146K ﹤0.01%
1,671
-4
908
$145K ﹤0.01%
2,530
-113
909
$145K ﹤0.01%
10,000
910
$144K ﹤0.01%
12,423
+1,366
911
$144K ﹤0.01%
1,032
-1
912
$144K ﹤0.01%
3,382
+364
913
$144K ﹤0.01%
779
+4
914
$143K ﹤0.01%
452
+164
915
$143K ﹤0.01%
3,692
-396
916
$143K ﹤0.01%
3,600
917
$143K ﹤0.01%
14,000
918
$142K ﹤0.01%
1,219
919
$142K ﹤0.01%
1,141
-2
920
$141K ﹤0.01%
3,216
-351
921
$141K ﹤0.01%
2,746
+671
922
$140K ﹤0.01%
5,024
923
$140K ﹤0.01%
3,395
-1,200
924
$140K ﹤0.01%
927
-19
925
$139K ﹤0.01%
4,146
-220
35 36
37
38 39