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
1251
$44.2K ﹤0.01%
584
+242
1252
$44.1K ﹤0.01%
2,439
+1,539
1253
$44K ﹤0.01%
572
+29
1254
$44K ﹤0.01%
449
1255
$43.8K ﹤0.01%
6,886
-18,984
1256
$43.7K ﹤0.01%
447
1257
$43.6K ﹤0.01%
1,260
1258
$43.5K ﹤0.01%
1,092
+294
1259
$43.3K ﹤0.01%
1,839
+1,081
1260
$43.3K ﹤0.01%
799
+194
1261
$42.8K ﹤0.01%
1,010
+577
1262
$42.8K ﹤0.01%
641
+84
1263
$42.7K ﹤0.01%
+1,599
1264
$42.7K ﹤0.01%
+1,843
1265
$42.7K ﹤0.01%
444
+5
1266
$42.5K ﹤0.01%
1,303
+443
1267
$42.2K ﹤0.01%
1,339
+16
1268
$42.1K ﹤0.01%
430
1269
$42K ﹤0.01%
3,200
1270
$41.9K ﹤0.01%
3,500
1271
$41.8K ﹤0.01%
2,838
+1,577
1272
$41.8K ﹤0.01%
800
1273
$41.6K ﹤0.01%
682
+363
1274
$41.5K ﹤0.01%
2,095
+850
1275
$41.5K ﹤0.01%
11
+3
49 50
51
52 53