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
951
$105K ﹤0.01%
9,178
952
$105K ﹤0.01%
2,400
953
$105K ﹤0.01%
9,215
+1,574
954
$104K ﹤0.01%
+21,800
955
$104K ﹤0.01%
712
+282
956
$104K ﹤0.01%
2,200
957
$104K ﹤0.01%
2,358
+1,366
958
$104K ﹤0.01%
23,165
+4,282
959
$104K ﹤0.01%
1,039
-35
960
$103K ﹤0.01%
2,734
+1,734
961
$103K ﹤0.01%
492
+110
962
$103K ﹤0.01%
+2,994
963
$103K ﹤0.01%
8,598
+1,318
964
$102K ﹤0.01%
2,654
+338
965
$102K ﹤0.01%
1,601
+1,344
966
$102K ﹤0.01%
2,746
-17
967
$101K ﹤0.01%
2,057
+621
968
$100K ﹤0.01%
5,461
+261
969
$99.8K ﹤0.01%
1,157
+27
970
$99.6K ﹤0.01%
+1,000
971
$99.5K ﹤0.01%
2,000
972
$99.4K ﹤0.01%
2,715
+3
973
$99.1K ﹤0.01%
2,235
+1,835
974
$99.1K ﹤0.01%
764
975
$98.8K ﹤0.01%
1,520
+856
37 38
39
40 41