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
1176
$69.2K ﹤0.01%
1,361
+1
1177
$69.1K ﹤0.01%
+1,432
1178
$68.8K ﹤0.01%
859
+331
1179
$68.6K ﹤0.01%
325
-8
1180
$68K ﹤0.01%
543
1181
$67.7K ﹤0.01%
1,281
+1
1182
$67.1K ﹤0.01%
980
-106
1183
$66.9K ﹤0.01%
3,178
-4,098
1184
$66.6K ﹤0.01%
1,294
+55
1185
$66.5K ﹤0.01%
1,034
-5
1186
$66.5K ﹤0.01%
650
+620
1187
$66.3K ﹤0.01%
2,294
+1,860
1188
$65.6K ﹤0.01%
333
+35
1189
$64.9K ﹤0.01%
1,018
-13
1190
$64.7K ﹤0.01%
24
+3
1191
$64.7K ﹤0.01%
879
-173
1192
$64.6K ﹤0.01%
558
1193
$64.4K ﹤0.01%
704
1194
$64.2K ﹤0.01%
+1,109
1195
$64.2K ﹤0.01%
277
+75
1196
$63.8K ﹤0.01%
4,837
1197
$63.7K ﹤0.01%
2,325
-12
1198
$63.5K ﹤0.01%
2,993
1199
$63.5K ﹤0.01%
+2,675
1200
$63.1K ﹤0.01%
5,289
+128
46 47
48
49 50