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
976
$119K ﹤0.01%
1,224
-2,849
977
$119K ﹤0.01%
1,489
+226
978
$119K ﹤0.01%
912
-46
979
$119K ﹤0.01%
2,504
+439
980
$118K ﹤0.01%
684
-37
981
$118K ﹤0.01%
1,376
-46
982
$117K ﹤0.01%
1,312
-1
983
$117K ﹤0.01%
316
-3,590
984
$116K ﹤0.01%
1,068
985
$116K ﹤0.01%
751
+259
986
$115K ﹤0.01%
2,715
-110
987
$115K ﹤0.01%
655
+12
988
$114K ﹤0.01%
180
+22
989
$114K ﹤0.01%
23,268
990
$114K ﹤0.01%
2,356
+1,309
991
$113K ﹤0.01%
15,186
-10,628
992
$112K ﹤0.01%
2,731
-3,253
993
$112K ﹤0.01%
18,652
+5,174
994
$112K ﹤0.01%
2,060
+560
995
$112K ﹤0.01%
764
-89
996
$112K ﹤0.01%
4,259
-3,442
997
$111K ﹤0.01%
11,654
998
$111K ﹤0.01%
8,350
+50
999
$110K ﹤0.01%
6,562
1000
$110K ﹤0.01%
2,089
38 39
40
41 42