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
76
$8.46M 0.27%
88,590
-315
77
$8.4M 0.27%
140,320
-16,528
78
$8.35M 0.27%
141,579
+119,658
79
$8.28M 0.27%
39,151
+1,374
80
$8.24M 0.26%
97,577
+205
81
$8.18M 0.26%
31,552
+1,082
82
$8.11M 0.26%
289,923
+8,817
83
$8.03M 0.26%
36,370
-5,178
84
$8.02M 0.26%
101,696
+26,292
85
$8.01M 0.26%
134,116
+3,799
86
$7.91M 0.25%
82,870
-2,342
87
$7.73M 0.25%
55,065
-245
88
$7.72M 0.25%
5,579
+4
89
$7.69M 0.25%
16,512
-2,304
90
$7.65M 0.24%
81,844
-27,633
91
$7.52M 0.24%
11,062
-1,223
92
$7.16M 0.23%
68,482
-15,413
93
$7.15M 0.23%
3,877
-27
94
$7M 0.22%
24,283
+14,154
95
$6.91M 0.22%
135,386
-63,957
96
$6.9M 0.22%
18,620
-362
97
$6.78M 0.22%
13,938
-102
98
$6.78M 0.22%
115,002
+211
99
$6.65M 0.21%
117,483
-376
100
$6.42M 0.21%
23,371
-58
2 3
4
5 6