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
1151
$56.3K ﹤0.01%
874
+556
1152
$56.2K ﹤0.01%
400
+80
1153
$56.2K ﹤0.01%
3,895
+1,420
1154
$56K ﹤0.01%
558
1155
$55.8K ﹤0.01%
+1,359
1156
$55.8K ﹤0.01%
4,145
-7,031
1157
$55.6K ﹤0.01%
+16,359
1158
$55.5K ﹤0.01%
502
+11
1159
$55.4K ﹤0.01%
4,949
+2,006
1160
$55.4K ﹤0.01%
1,470
+693
1161
$55.3K ﹤0.01%
2,558
+254
1162
$55.3K ﹤0.01%
1,591
+1,490
1163
$55.3K ﹤0.01%
5,259
+449
1164
$55.1K ﹤0.01%
80
+32
1165
$55.1K ﹤0.01%
554
+454
1166
$54.6K ﹤0.01%
2,174
+1,407
1167
$54.3K ﹤0.01%
1,505
+868
1168
$54.2K ﹤0.01%
1,934
+1,166
1169
$54K ﹤0.01%
6,423
+4,911
1170
$53.9K ﹤0.01%
1,201
+101
1171
$53.8K ﹤0.01%
1,147
1172
$53.7K ﹤0.01%
4,803
+1,956
1173
$53.7K ﹤0.01%
4,720
+4,518
1174
$53.6K ﹤0.01%
175
-41
1175
$53.3K ﹤0.01%
+875
45 46
47
48 49