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
1201
$50.4K ﹤0.01%
+6,140
1202
$50.3K ﹤0.01%
+503
1203
$50.3K ﹤0.01%
6,124
+4,196
1204
$50.3K ﹤0.01%
1,698
+22
1205
$50.2K ﹤0.01%
693
-1,157
1206
$50.1K ﹤0.01%
+2,790
1207
$50K ﹤0.01%
1,216
1208
$49.9K ﹤0.01%
1,600
-567
1209
$49.8K ﹤0.01%
1,932
+964
1210
$49.7K ﹤0.01%
1,889
-20
1211
$49.3K ﹤0.01%
758
1212
$49.3K ﹤0.01%
589
+100
1213
$49.2K ﹤0.01%
1,680
+560
1214
$49.2K ﹤0.01%
323
-7
1215
$49K ﹤0.01%
942
+48
1216
$48.7K ﹤0.01%
176
+84
1217
$48.6K ﹤0.01%
1,236
-64
1218
$48.6K ﹤0.01%
2,025
+625
1219
$48.5K ﹤0.01%
+975
1220
$48.4K ﹤0.01%
838
+38
1221
$48.3K ﹤0.01%
854
1222
$48.3K ﹤0.01%
1,525
1223
$47.7K ﹤0.01%
+1,275
1224
$47.4K ﹤0.01%
6,150
+2,000
1225
$47.4K ﹤0.01%
511
+181
47 48
49
50 51