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
926
$139K ﹤0.01%
572
+42
927
$138K ﹤0.01%
3,972
+49
928
$138K ﹤0.01%
2,863
-118
929
$138K ﹤0.01%
3,142
+2
930
$136K ﹤0.01%
11,000
-4,000
931
$136K ﹤0.01%
14,300
+1,500
932
$134K ﹤0.01%
11,000
933
$133K ﹤0.01%
318
-144
934
$132K ﹤0.01%
6,002
+110
935
$132K ﹤0.01%
3,636
+760
936
$132K ﹤0.01%
933
+91
937
$132K ﹤0.01%
5,980
938
$130K ﹤0.01%
44,540
939
$130K ﹤0.01%
11,914
+22
940
$130K ﹤0.01%
4,279
-59
941
$129K ﹤0.01%
954
-191
942
$129K ﹤0.01%
731
-2
943
$129K ﹤0.01%
873
+499
944
$128K ﹤0.01%
300
945
$128K ﹤0.01%
1,755
946
$127K ﹤0.01%
1,102
947
$127K ﹤0.01%
1,231
-68
948
$127K ﹤0.01%
22,800
-2,000
949
$127K ﹤0.01%
12,329
950
$127K ﹤0.01%
4,903
+72
36 37
38
39 40