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
76
$7.28M 0.28%
21,884
+10,942
77
$7.27M 0.28%
128,475
-19,695
78
$7.22M 0.28%
8,788
+8,639
79
$7.18M 0.28%
31,897
-16,782
80
$7.1M 0.28%
35,530
+26,097
81
$7.09M 0.28%
146,175
+20,106
82
$7.06M 0.28%
42,441
+21,031
83
$7.04M 0.27%
17,632
+2,561
84
$6.97M 0.27%
132,338
+19,703
85
$6.93M 0.27%
9,878
+9,873
86
$6.84M 0.27%
44,134
+18,086
87
$6.82M 0.27%
54,991
+51,479
88
$6.81M 0.27%
9,447
+9,313
89
$6.74M 0.26%
179,114
+176,382
90
$6.68M 0.26%
17,060
+16,836
91
$6.62M 0.26%
63,571
+43,220
92
$6.56M 0.26%
+51,046
93
$6.16M 0.24%
74,985
+7,572
94
$6M 0.23%
65,783
+20,931
95
$6M 0.23%
88,585
+19,891
96
$5.96M 0.23%
56,044
-30,776
97
$5.89M 0.23%
116,312
+65,696
98
$5.83M 0.23%
249,270
+97,938
99
$5.81M 0.23%
238,425
+95,001
100
$5.75M 0.22%
12,163
+2,776
2 3
4
5 6