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
1026
$102K ﹤0.01%
2,171
+1,100
1027
$102K ﹤0.01%
23,423
+4,413
1028
$102K ﹤0.01%
5,070
-2,432
1029
$102K ﹤0.01%
1,601
+114
1030
$102K ﹤0.01%
1,500
-100
1031
$102K ﹤0.01%
2,288
+310
1032
$102K ﹤0.01%
382
+67
1033
$101K ﹤0.01%
1,000
1034
$101K ﹤0.01%
2,503
-15,246
1035
$100K ﹤0.01%
1,208
-41,538
1036
$100K ﹤0.01%
1,870
-100
1037
$99.5K ﹤0.01%
270
1038
$99.5K ﹤0.01%
1,000
1039
$99.5K ﹤0.01%
1,634
-138
1040
$99.1K ﹤0.01%
10,342
+1,123
1041
$98.8K ﹤0.01%
20,675
+1,600
1042
$98.5K ﹤0.01%
13,850
-2,650
1043
$98.3K ﹤0.01%
17,684
1044
$98.1K ﹤0.01%
3,840
-449
1045
$98K ﹤0.01%
1,204
+1,089
1046
$97.4K ﹤0.01%
1,691
1047
$97.3K ﹤0.01%
+4,634
1048
$97.1K ﹤0.01%
1,665
+15
1049
$96.9K ﹤0.01%
563
-10
1050
$96.6K ﹤0.01%
2,204
-527
40 41
42
43 44