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
1101
$84.3K ﹤0.01%
1,756
-145
1102
$84.3K ﹤0.01%
3,896
+481
1103
$84.1K ﹤0.01%
4,146
+2,314
1104
$84.1K ﹤0.01%
1,011
-202
1105
$84K ﹤0.01%
2,237
-3,568
1106
$83.9K ﹤0.01%
2,059
+133
1107
$83.7K ﹤0.01%
5,624
-364
1108
$83.6K ﹤0.01%
1,171
1109
$83.1K ﹤0.01%
+1,007
1110
$82.8K ﹤0.01%
2,500
1111
$82.7K ﹤0.01%
1,012
+196
1112
$82.7K ﹤0.01%
3,105
1113
$82.6K ﹤0.01%
1,140
1114
$82.1K ﹤0.01%
4,938
-6,687
1115
$81.4K ﹤0.01%
7,625
+2,440
1116
$81.2K ﹤0.01%
1,600
-575
1117
$80.7K ﹤0.01%
1,128
1118
$80.6K ﹤0.01%
5,244
+250
1119
$80.5K ﹤0.01%
441
-8
1120
$80.5K ﹤0.01%
502
-9
1121
$80.4K ﹤0.01%
672
-16
1122
$80.4K ﹤0.01%
10,905
+340
1123
$80.2K ﹤0.01%
7,000
1124
$79.9K ﹤0.01%
7,000
1125
$79.3K ﹤0.01%
864
-329
43 44
45
46 47