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
926
$114K ﹤0.01%
9,300
927
$113K ﹤0.01%
12,332
928
$113K ﹤0.01%
3,570
+819
929
$113K ﹤0.01%
12,500
+11,500
930
$113K ﹤0.01%
6,868
+6,567
931
$113K ﹤0.01%
1,957
+120
932
$113K ﹤0.01%
3,350
+2,625
933
$112K ﹤0.01%
23,575
+307
934
$112K ﹤0.01%
2,228
-3,656
935
$112K ﹤0.01%
1,720
+415
936
$112K ﹤0.01%
3,028
+1,135
937
$112K ﹤0.01%
2,524
+1,600
938
$112K ﹤0.01%
17,684
939
$111K ﹤0.01%
14,272
+13,869
940
$111K ﹤0.01%
1,810
+779
941
$110K ﹤0.01%
417
+186
942
$109K ﹤0.01%
1,354
-11
943
$109K ﹤0.01%
10,584
+2,680
944
$109K ﹤0.01%
2,597
+340
945
$109K ﹤0.01%
6,645
946
$107K ﹤0.01%
2,427
+707
947
$106K ﹤0.01%
3,725
+2,212
948
$106K ﹤0.01%
1,508
+900
949
$105K ﹤0.01%
743
+281
950
$105K ﹤0.01%
3,549
+289
36 37
38
39 40