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
1176
$53.2K ﹤0.01%
1,183
-281
1177
$53.2K ﹤0.01%
262
1178
$53.1K ﹤0.01%
485
-1,438
1179
$53.1K ﹤0.01%
1,393
1180
$52.9K ﹤0.01%
1,703
+207
1181
$52.9K ﹤0.01%
2,006
+748
1182
$52.8K ﹤0.01%
10,749
+2,770
1183
$52.7K ﹤0.01%
4,265
+3,950
1184
$52.7K ﹤0.01%
978
-280
1185
$52.6K ﹤0.01%
696
-225
1186
$52.5K ﹤0.01%
731
1187
$52.5K ﹤0.01%
293
+47
1188
$52.4K ﹤0.01%
+2,100
1189
$52.4K ﹤0.01%
1,193
-736
1190
$52.1K ﹤0.01%
2,919
1191
$51.9K ﹤0.01%
1,745
+1,367
1192
$51.7K ﹤0.01%
1,265
+415
1193
$51.6K ﹤0.01%
2,039
+1,299
1194
$51.4K ﹤0.01%
535
-51
1195
$51.4K ﹤0.01%
4,687
+36
1196
$51.3K ﹤0.01%
4,200
1197
$50.9K ﹤0.01%
1,110
+925
1198
$50.9K ﹤0.01%
2,055
+745
1199
$50.8K ﹤0.01%
+1,875
1200
$50.6K ﹤0.01%
1,887
+787
46 47
48
49 50