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
101
$6.37M 0.2%
117,091
+116,091
102
$6.33M 0.2%
16,514
+9,288
103
$6.32M 0.2%
137,198
-7,843
104
$6.19M 0.2%
31,019
+3,429
105
$6.17M 0.2%
181,559
-6,656
106
$6.11M 0.2%
19,591
-4,673
107
$5.87M 0.19%
3,007
+2,566
108
$5.86M 0.19%
23,035
-1,396
109
$5.73M 0.18%
39,494
+14,740
110
$5.72M 0.18%
18,345
+13,093
111
$5.54M 0.18%
66,090
+57,596
112
$5.42M 0.17%
135,278
-2,458
113
$5.42M 0.17%
21,333
+21,080
114
$5.35M 0.17%
23,116
+4
115
$5.3M 0.17%
25,299
+26
116
$5.29M 0.17%
63,979
+827
117
$5.24M 0.17%
89,541
+2,011
118
$5.2M 0.17%
31,103
-10,589
119
$5.18M 0.17%
56,120
-3,912
120
$5.16M 0.17%
11,776
-1,135
121
$5.11M 0.16%
77,982
-20,450
122
$5.07M 0.16%
11,346
-104
123
$5.02M 0.16%
64,110
+10,348
124
$4.99M 0.16%
65,180
+15,159
125
$4.94M 0.16%
55,553
+51,898
3 4
5
6 7