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
1001
$109K ﹤0.01%
1,227
1002
$109K ﹤0.01%
3,650
1003
$109K ﹤0.01%
3,135
1004
$109K ﹤0.01%
839
+186
1005
$109K ﹤0.01%
909
+260
1006
$108K ﹤0.01%
7,501
+190
1007
$108K ﹤0.01%
962
+95
1008
$108K ﹤0.01%
1,902
+1,553
1009
$108K ﹤0.01%
9,763
1010
$108K ﹤0.01%
955
-11
1011
$107K ﹤0.01%
3,449
+1,678
1012
$107K ﹤0.01%
8,282
1013
$106K ﹤0.01%
45,649
+1,852
1014
$106K ﹤0.01%
707
+7
1015
$106K ﹤0.01%
1,910
-43
1016
$105K ﹤0.01%
3,018
-18
1017
$105K ﹤0.01%
525
-52
1018
$105K ﹤0.01%
9,000
1019
$105K ﹤0.01%
4,405
+5
1020
$104K ﹤0.01%
330
+18
1021
$103K ﹤0.01%
12,867
+135
1022
$103K ﹤0.01%
2,343
+178
1023
$103K ﹤0.01%
1,396
+1,268
1024
$103K ﹤0.01%
8,960
+65
1025
$103K ﹤0.01%
4,283
-174
39 40
41
42 43