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
976
$98.7K ﹤0.01%
13,555
+1,214
977
$98.6K ﹤0.01%
+2,000
978
$98.5K ﹤0.01%
18,557
+17,785
979
$98K ﹤0.01%
8,878
+5,899
980
$97.5K ﹤0.01%
2,434
+1,875
981
$97.3K ﹤0.01%
255
+118
982
$97.1K ﹤0.01%
2,822
+1,143
983
$96.8K ﹤0.01%
1,170
+490
984
$96.4K ﹤0.01%
1,143
+200
985
$96.1K ﹤0.01%
2,668
+1,600
986
$96K ﹤0.01%
1,324
+497
987
$95.9K ﹤0.01%
+1,539
988
$95.7K ﹤0.01%
2,207
+642
989
$94.9K ﹤0.01%
9,026
+3,136
990
$94.8K ﹤0.01%
1,894
+1,223
991
$94.5K ﹤0.01%
1,125
+122
992
$94.4K ﹤0.01%
4,543
+1,493
993
$93.7K ﹤0.01%
11,592
+8,670
994
$93.2K ﹤0.01%
3,000
-101
995
$91.9K ﹤0.01%
4,897
996
$91.3K ﹤0.01%
2,340
+810
997
$91.1K ﹤0.01%
1,471
+1,162
998
$90.7K ﹤0.01%
+389
999
$90.1K ﹤0.01%
2,592
+945
1000
$89.8K ﹤0.01%
1,394
38 39
40
41 42