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
1101
$63.2K ﹤0.01%
2,300
1102
$63.2K ﹤0.01%
+4,197
1103
$63K ﹤0.01%
198
+128
1104
$62.8K ﹤0.01%
1,000
1105
$62.7K ﹤0.01%
4,837
1106
$62.7K ﹤0.01%
+1,328
1107
$62.5K ﹤0.01%
802
-310
1108
$62.3K ﹤0.01%
371
+119
1109
$62.2K ﹤0.01%
337
+206
1110
$61.9K ﹤0.01%
+1,775
1111
$61.9K ﹤0.01%
7,786
+7,714
1112
$61.8K ﹤0.01%
7,550
-31,650
1113
$61.7K ﹤0.01%
+825
1114
$61.7K ﹤0.01%
20,500
1115
$61.6K ﹤0.01%
694
+347
1116
$61.4K ﹤0.01%
452
1117
$61.4K ﹤0.01%
359
1118
$61.4K ﹤0.01%
235
1119
$61.2K ﹤0.01%
2,400
-100
1120
$61K ﹤0.01%
10,200
1121
$60.9K ﹤0.01%
2,555
1122
$60.9K ﹤0.01%
+1,800
1123
$60.8K ﹤0.01%
170
-109
1124
$60.3K ﹤0.01%
1,015
+365
1125
$60.1K ﹤0.01%
1,029
+384
43 44
45
46 47