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
1126
$79.1K ﹤0.01%
1,634
-1,706
1127
$79K ﹤0.01%
1,507
1128
$78.7K ﹤0.01%
3,229
-143
1129
$78.7K ﹤0.01%
1,000
1130
$78.2K ﹤0.01%
7,838
+60
1131
$78K ﹤0.01%
1,444
-57
1132
$78K ﹤0.01%
3,990
-20,940
1133
$77.9K ﹤0.01%
933
-295
1134
$77.9K ﹤0.01%
2,156
+118
1135
$77.6K ﹤0.01%
3,206
+1,939
1136
$77.3K ﹤0.01%
7,930
+1,360
1137
$77.1K ﹤0.01%
3,968
-630
1138
$76.9K ﹤0.01%
5,444
+157
1139
$76.8K ﹤0.01%
2,363
1140
$76.8K ﹤0.01%
881
1141
$76.7K ﹤0.01%
376
+27
1142
$76.5K ﹤0.01%
6,695
-200
1143
$76.4K ﹤0.01%
12,464
1144
$76.2K ﹤0.01%
950
+1
1145
$75.8K ﹤0.01%
1,320
+492
1146
$75.5K ﹤0.01%
661
+30
1147
$75.2K ﹤0.01%
544
-1,891
1148
$75.2K ﹤0.01%
2,923
1149
$75.2K ﹤0.01%
4,100
+1,840
1150
$75K ﹤0.01%
865
44 45
46
47 48