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
1051
$75.3K ﹤0.01%
+3,850
1052
$75.2K ﹤0.01%
2,214
+2,000
1053
$75.1K ﹤0.01%
1,950
+575
1054
$75K ﹤0.01%
1,697
+94
1055
$75K ﹤0.01%
1,052
+340
1056
$73.9K ﹤0.01%
2,636
+2,389
1057
$73.5K ﹤0.01%
10,066
+4,785
1058
$73.4K ﹤0.01%
+400
1059
$73.2K ﹤0.01%
+2,290
1060
$73.1K ﹤0.01%
907
+1
1061
$72.5K ﹤0.01%
1,465
+1,205
1062
$71.5K ﹤0.01%
+2,250
1063
$71.4K ﹤0.01%
2,230
+975
1064
$70.8K ﹤0.01%
888
+261
1065
$70.5K ﹤0.01%
2,694
+1,555
1066
$70.2K ﹤0.01%
1,315
+399
1067
$69.9K ﹤0.01%
1,492
+1,363
1068
$69.5K ﹤0.01%
982
+5
1069
$69.5K ﹤0.01%
1,260
+796
1070
$69K ﹤0.01%
235
+54
1071
$68.7K ﹤0.01%
2,589
+939
1072
$68.7K ﹤0.01%
4,620
+1,515
1073
$68.2K ﹤0.01%
5,800
+968
1074
$68.1K ﹤0.01%
412
-26
1075
$67.6K ﹤0.01%
1,548
-759
41 42
43
44 45