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
1001
$88.9K ﹤0.01%
1,000
+936
1002
$88.8K ﹤0.01%
550
+371
1003
$88K ﹤0.01%
2,148
+210
1004
$86.9K ﹤0.01%
7,341
+5,024
1005
$86.7K ﹤0.01%
742
-429
1006
$86.7K ﹤0.01%
1,461
+276
1007
$86.5K ﹤0.01%
+7,497
1008
$86.4K ﹤0.01%
3,555
-74
1009
$86.4K ﹤0.01%
5,473
+4,066
1010
$86.2K ﹤0.01%
1,457
+667
1011
$85.5K ﹤0.01%
2,070
+590
1012
$85.4K ﹤0.01%
+8,340
1013
$85.2K ﹤0.01%
1,611
+80
1014
$84.8K ﹤0.01%
1,342
+117
1015
$84.7K ﹤0.01%
3,253
+2,657
1016
$84.4K ﹤0.01%
1,459
-55
1017
$84.1K ﹤0.01%
3,456
+2,544
1018
$84K ﹤0.01%
4,072
+432
1019
$83.8K ﹤0.01%
242
-29
1020
$83.7K ﹤0.01%
9,519
+29
1021
$83.5K ﹤0.01%
2,448
-237
1022
$83.5K ﹤0.01%
3,365
+2,015
1023
$82.8K ﹤0.01%
2,511
+2,469
1024
$82.6K ﹤0.01%
3,700
1025
$82.2K ﹤0.01%
476
+160
39 40
41
42 43