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
1076
$89K ﹤0.01%
3,508
-7,501
1077
$88.9K ﹤0.01%
10,500
+4,000
1078
$88.8K ﹤0.01%
818
+2
1079
$88.4K ﹤0.01%
2,831
+468
1080
$88.4K ﹤0.01%
1,359
-234
1081
$88.4K ﹤0.01%
17,200
+200
1082
$88.3K ﹤0.01%
1,148
-2
1083
$87.8K ﹤0.01%
1,189
-69
1084
$87.7K ﹤0.01%
5,845
+219
1085
$87.2K ﹤0.01%
3,271
+2,236
1086
$86.5K ﹤0.01%
1,444
+155
1087
$86.4K ﹤0.01%
6,566
1088
$86.1K ﹤0.01%
2,224
-40
1089
$86.1K ﹤0.01%
1,613
+1,547
1090
$85.9K ﹤0.01%
4,897
1091
$85.8K ﹤0.01%
6,894
+86
1092
$85.6K ﹤0.01%
8,200
1093
$85.5K ﹤0.01%
3,876
-1,204
1094
$85.5K ﹤0.01%
925
1095
$85.4K ﹤0.01%
5,958
-376
1096
$85.3K ﹤0.01%
956
-36
1097
$85.3K ﹤0.01%
2,730
-1,430
1098
$85.2K ﹤0.01%
515
-28,083
1099
$85.1K ﹤0.01%
+3,384
1100
$84.7K ﹤0.01%
1,021
-8
42 43
44
45 46