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
1151
$74.9K ﹤0.01%
3,570
+2,400
1152
$74.7K ﹤0.01%
717
-153
1153
$74.7K ﹤0.01%
+1,250
1154
$74.3K ﹤0.01%
421
+48
1155
$73.9K ﹤0.01%
2,234
+2,179
1156
$73.9K ﹤0.01%
1,125
+10
1157
$73.6K ﹤0.01%
3,785
+1,194
1158
$73.2K ﹤0.01%
1,026
+317
1159
$73.1K ﹤0.01%
2,500
1160
$72.6K ﹤0.01%
474
-7
1161
$71.3K ﹤0.01%
638
1162
$71.2K ﹤0.01%
768
1163
$71.1K ﹤0.01%
966
+3
1164
$70.8K ﹤0.01%
1,102
1165
$70.7K ﹤0.01%
950
-100
1166
$70.7K ﹤0.01%
2,280
1167
$70.4K ﹤0.01%
+2,516
1168
$70.1K ﹤0.01%
8,608
+150
1169
$70K ﹤0.01%
4,560
+105
1170
$69.9K ﹤0.01%
3,740
1171
$69.8K ﹤0.01%
717
-191
1172
$69.6K ﹤0.01%
1,010
-63
1173
$69.5K ﹤0.01%
1,460
-1,813
1174
$69.4K ﹤0.01%
1,611
+657
1175
$69.3K ﹤0.01%
1,275
-11,619
45 46
47
48 49