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
1226
$47.4K ﹤0.01%
1,314
-796
1227
$47.3K ﹤0.01%
705
1228
$47.3K ﹤0.01%
4,120
+215
1229
$47K ﹤0.01%
2,218
+97
1230
$46.9K ﹤0.01%
615
+4
1231
$46.5K ﹤0.01%
3,465
+1,100
1232
$46.2K ﹤0.01%
649
+201
1233
$46K ﹤0.01%
800
1234
$45.7K ﹤0.01%
673
-213
1235
$45.4K ﹤0.01%
939
+196
1236
$45.4K ﹤0.01%
2,428
+428
1237
$45.4K ﹤0.01%
224
1238
$45.2K ﹤0.01%
5,800
+4,390
1239
$45.1K ﹤0.01%
1,871
+1,496
1240
$45K ﹤0.01%
620
-130
1241
$44.8K ﹤0.01%
2,250
+250
1242
$44.8K ﹤0.01%
+265
1243
$44.7K ﹤0.01%
5,206
+4,497
1244
$44.5K ﹤0.01%
1,029
+4
1245
$44.5K ﹤0.01%
4,412
1246
$44.4K ﹤0.01%
1,193
+40
1247
$44.4K ﹤0.01%
726
+252
1248
$44.4K ﹤0.01%
700
+230
1249
$44.3K ﹤0.01%
1,047
+752
1250
$44.2K ﹤0.01%
+2,083
48 49
50
51 52