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
101
$5.72M 0.22%
14,850
+10,077
102
$5.7M 0.22%
141,011
+36,410
103
$5.67M 0.22%
35,573
+12,360
104
$5.65M 0.22%
60,312
+31,173
105
$5.48M 0.21%
19,188
+15,573
106
$5.32M 0.21%
65,845
+44,067
107
$5.22M 0.2%
52,125
+13,858
108
$5.15M 0.2%
67,266
+3,817
109
$5.08M 0.2%
33,009
+7,498
110
$5.06M 0.2%
31,029
+4,784
111
$4.92M 0.19%
49,545
+30,143
112
$4.88M 0.19%
51,494
+29,968
113
$4.87M 0.19%
26,720
+13,764
114
$4.8M 0.19%
26,213
+7,160
115
$4.69M 0.18%
32,408
+9,176
116
$4.58M 0.18%
62,031
+49,390
117
$4.48M 0.17%
53,992
+17,906
118
$4.39M 0.17%
15,717
-7,699
119
$4.39M 0.17%
1,655
+1,331
120
$4.39M 0.17%
20,658
+5,393
121
$4.36M 0.17%
43,642
+10,704
122
$4.36M 0.17%
21,343
+3,804
123
$4.33M 0.17%
426,179
+425,179
124
$4.22M 0.16%
40,355
+12,958
125
$4.12M 0.16%
163,468
+93,578
3 4
5
6 7