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
1076
$67.4K ﹤0.01%
5,900
1077
$67.4K ﹤0.01%
1,096
+355
1078
$67.4K ﹤0.01%
212
1079
$67.3K ﹤0.01%
1,546
+600
1080
$67.2K ﹤0.01%
7,114
+2
1081
$67.2K ﹤0.01%
2,100
1082
$67.1K ﹤0.01%
704
+600
1083
$66.6K ﹤0.01%
576
+364
1084
$66.6K ﹤0.01%
2,477
+259
1085
$66.4K ﹤0.01%
9,184
+6,920
1086
$66.1K ﹤0.01%
1,526
+972
1087
$66.1K ﹤0.01%
7,051
+5,000
1088
$66.1K ﹤0.01%
631
1089
$66.1K ﹤0.01%
770
+5
1090
$66.1K ﹤0.01%
1,088
+1,015
1091
$65.7K ﹤0.01%
+5,386
1092
$65.7K ﹤0.01%
810
1093
$65.4K ﹤0.01%
1,035
-48
1094
$65.4K ﹤0.01%
885
+400
1095
$65.1K ﹤0.01%
1,191
+354
1096
$64.4K ﹤0.01%
+2,000
1097
$64.3K ﹤0.01%
1,424
+1,224
1098
$63.9K ﹤0.01%
2,364
-19,329
1099
$63.5K ﹤0.01%
1,277
+461
1100
$63.3K ﹤0.01%
3,974
-821
42 43
44
45 46