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
1251
$53.7K ﹤0.01%
1,147
1252
$53.5K ﹤0.01%
416
+65
1253
$53.5K ﹤0.01%
1,445
1254
$53.4K ﹤0.01%
2,338
+4
1255
$53.1K ﹤0.01%
948
1256
$52.7K ﹤0.01%
1,400
1257
$52.7K ﹤0.01%
1,624
-1,240
1258
$52.6K ﹤0.01%
1,402
-389
1259
$52.4K ﹤0.01%
196
-426
1260
$52.4K ﹤0.01%
374
-1,077
1261
$52.3K ﹤0.01%
724
1262
$52.3K ﹤0.01%
800
1263
$52.3K ﹤0.01%
685
1264
$52.2K ﹤0.01%
492
1265
$52.1K ﹤0.01%
1,710
+91
1266
$51.8K ﹤0.01%
+2,415
1267
$51.8K ﹤0.01%
3,404
-28
1268
$51.7K ﹤0.01%
475
+45
1269
$51.7K ﹤0.01%
1,012
+1
1270
$51.7K ﹤0.01%
1,109
+1,026
1271
$51.5K ﹤0.01%
1,225
-20
1272
$51.5K ﹤0.01%
1,093
-8
1273
$51.3K ﹤0.01%
1,086
-130
1274
$51.3K ﹤0.01%
2,790
1275
$50.7K ﹤0.01%
339
-7
49 50
51
52 53