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
1226
$58.6K ﹤0.01%
700
1227
$58.6K ﹤0.01%
820
+120
1228
$58.1K ﹤0.01%
7,210
1229
$57.9K ﹤0.01%
157
+5
1230
$57.5K ﹤0.01%
304
-3
1231
$57.5K ﹤0.01%
544
+198
1232
$57K ﹤0.01%
174
+28
1233
$56.8K ﹤0.01%
1,670
-300
1234
$56.7K ﹤0.01%
975
1235
$56.6K ﹤0.01%
916
1236
$56.4K ﹤0.01%
272
+107
1237
$56.3K ﹤0.01%
979
1238
$55.9K ﹤0.01%
388
-1
1239
$55.7K ﹤0.01%
1,287
-50
1240
$55.3K ﹤0.01%
1,952
1241
$55.1K ﹤0.01%
204
-1
1242
$55.1K ﹤0.01%
428
+38
1243
$54.8K ﹤0.01%
2,870
+210
1244
$54.8K ﹤0.01%
+1,500
1245
$54.8K ﹤0.01%
6,208
+2,960
1246
$54.5K ﹤0.01%
1,336
1247
$54.5K ﹤0.01%
1,641
-1,200
1248
$54.1K ﹤0.01%
683
-431
1249
$54.1K ﹤0.01%
2,553
-200
1250
$54K ﹤0.01%
+16,010
48 49
50
51 52