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
1051
$96.4K ﹤0.01%
+1,173
1052
$96.4K ﹤0.01%
2,488
-1,809
1053
$96.3K ﹤0.01%
3,555
-1
1054
$96.1K ﹤0.01%
315
-98
1055
$96K ﹤0.01%
1,880
+217
1056
$95.4K ﹤0.01%
2,677
+287
1057
$95K ﹤0.01%
1,238
-19,424
1058
$94.2K ﹤0.01%
2,393
+52
1059
$92.9K ﹤0.01%
1,261
-700
1060
$92.6K ﹤0.01%
2,140
-1,237
1061
$92.5K ﹤0.01%
690
+370
1062
$92.3K ﹤0.01%
9,270
-362
1063
$91.9K ﹤0.01%
4,077
+461
1064
$91.9K ﹤0.01%
8,751
+975
1065
$91.8K ﹤0.01%
2,143
+3
1066
$91.8K ﹤0.01%
6,500
1067
$91.3K ﹤0.01%
2,668
+534
1068
$91.3K ﹤0.01%
1,132
1069
$91.2K ﹤0.01%
3,292
-140,176
1070
$91K ﹤0.01%
1,516
-184
1071
$90.8K ﹤0.01%
1,744
+408
1072
$90.5K ﹤0.01%
2,144
-664
1073
$90.1K ﹤0.01%
543
+186
1074
$89.3K ﹤0.01%
6,433
+2,000
1075
$89.1K ﹤0.01%
9,719
+1,194
41 42
43
44 45