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
951
$126K ﹤0.01%
2,431
+589
952
$126K ﹤0.01%
3,149
-628
953
$126K ﹤0.01%
268
954
$126K ﹤0.01%
541
-98
955
$126K ﹤0.01%
1,800
956
$125K ﹤0.01%
5,068
+2,204
957
$125K ﹤0.01%
1,174
+159
958
$125K ﹤0.01%
2,739
-109
959
$124K ﹤0.01%
2,920
+30
960
$124K ﹤0.01%
2,990
961
$124K ﹤0.01%
1,951
962
$124K ﹤0.01%
4,875
-870
963
$123K ﹤0.01%
2,109
+1,560
964
$123K ﹤0.01%
2,339
+242
965
$123K ﹤0.01%
3,278
-510
966
$122K ﹤0.01%
2,789
-541
967
$122K ﹤0.01%
3,075
968
$121K ﹤0.01%
564
+36
969
$121K ﹤0.01%
6,645
970
$121K ﹤0.01%
3,312
-31
971
$120K ﹤0.01%
6,795
+404
972
$120K ﹤0.01%
4,097
+13
973
$120K ﹤0.01%
+2,658
974
$120K ﹤0.01%
451
+48
975
$119K ﹤0.01%
10,007
+3,000
37 38
39
40 41