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
1126
$60K ﹤0.01%
+2,280
1127
$59.9K ﹤0.01%
1,006
+192
1128
$59.6K ﹤0.01%
490
+260
1129
$59.5K ﹤0.01%
696
+91
1130
$59.4K ﹤0.01%
645
-157
1131
$59.4K ﹤0.01%
6,227
+19
1132
$59.3K ﹤0.01%
1,668
+350
1133
$59.1K ﹤0.01%
1,030
+783
1134
$58.9K ﹤0.01%
600
+100
1135
$58.5K ﹤0.01%
520
1136
$58.4K ﹤0.01%
2,168
-97
1137
$58.2K ﹤0.01%
1,944
+780
1138
$58.1K ﹤0.01%
174
-4
1139
$58K ﹤0.01%
1,392
+350
1140
$57.8K ﹤0.01%
3,390
1141
$57.5K ﹤0.01%
1,063
-423
1142
$57.4K ﹤0.01%
1,734
+1,195
1143
$57.4K ﹤0.01%
2,338
+2,003
1144
$57.2K ﹤0.01%
1,821
-76
1145
$57.2K ﹤0.01%
996
+595
1146
$57.2K ﹤0.01%
543
-4
1147
$56.9K ﹤0.01%
446
-2,285
1148
$56.6K ﹤0.01%
419
-9
1149
$56.6K ﹤0.01%
3,756
+2,412
1150
$56.5K ﹤0.01%
407
-5
44 45
46
47 48