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
1201
$63.1K ﹤0.01%
1,425
+6
1202
$62.5K ﹤0.01%
1,726
-6
1203
$62.4K ﹤0.01%
3,874
-72
1204
$62.3K ﹤0.01%
+3,039
1205
$62K ﹤0.01%
251
+1
1206
$62K ﹤0.01%
240
+15
1207
$61.9K ﹤0.01%
2,425
-3,625
1208
$61.7K ﹤0.01%
1,875
1209
$61.6K ﹤0.01%
914
+99
1210
$61.4K ﹤0.01%
1,363
1211
$61.4K ﹤0.01%
11,500
1212
$61.3K ﹤0.01%
2,839
+125
1213
$61K ﹤0.01%
1,274
-18,392
1214
$60.8K ﹤0.01%
1,739
+78
1215
$60.6K ﹤0.01%
1,420
-125
1216
$60.3K ﹤0.01%
652
+57
1217
$60.2K ﹤0.01%
692
-322
1218
$60.2K ﹤0.01%
1,032
1219
$60K ﹤0.01%
914
1220
$60K ﹤0.01%
682
-435
1221
$59.9K ﹤0.01%
5,655
-7,823
1222
$59.6K ﹤0.01%
4,468
+31
1223
$59.4K ﹤0.01%
2,919
1224
$59K ﹤0.01%
572
1225
$58.9K ﹤0.01%
346
-4,297
47 48
49
50 51