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
1026
$81.9K ﹤0.01%
1,394
1027
$81.6K ﹤0.01%
1,403
+406
1028
$81.5K ﹤0.01%
1,705
+1
1029
$81.5K ﹤0.01%
1,554
+767
1030
$81.4K ﹤0.01%
10,255
+6,962
1031
$80.6K ﹤0.01%
1,336
-700
1032
$80.2K ﹤0.01%
860
+77
1033
$79.6K ﹤0.01%
1,158
-62
1034
$79.5K ﹤0.01%
1,237
+374
1035
$79.3K ﹤0.01%
2,480
+1,655
1036
$79.1K ﹤0.01%
1,052
+76
1037
$78.8K ﹤0.01%
6,146
+1
1038
$78.7K ﹤0.01%
555
+170
1039
$78.2K ﹤0.01%
1,852
+5
1040
$77.9K ﹤0.01%
2,075
+1,034
1041
$77.9K ﹤0.01%
256
+241
1042
$77.8K ﹤0.01%
8,082
+1,596
1043
$77.4K ﹤0.01%
792
-28
1044
$76K ﹤0.01%
+6,000
1045
$76K ﹤0.01%
946
+145
1046
$75.9K ﹤0.01%
2,976
-762
1047
$75.5K ﹤0.01%
227
+82
1048
$75.5K ﹤0.01%
5,263
1049
$75.4K ﹤0.01%
893
+6
1050
$75.3K ﹤0.01%
1,201
40 41
42
43 44