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
1276
$41.4K ﹤0.01%
+1,050
1277
$41.4K ﹤0.01%
1,801
1278
$41.3K ﹤0.01%
2,249
+799
1279
$41.2K ﹤0.01%
993
+840
1280
$41.2K ﹤0.01%
431
+305
1281
$40.8K ﹤0.01%
2,296
+2,196
1282
$40.6K ﹤0.01%
221
+79
1283
$40.4K ﹤0.01%
3,562
+73
1284
$40.3K ﹤0.01%
759
-435
1285
$40.3K ﹤0.01%
300
1286
$40.3K ﹤0.01%
662
1287
$40.2K ﹤0.01%
8,047
+3,000
1288
$40.1K ﹤0.01%
1,334
+471
1289
$40.1K ﹤0.01%
360
1290
$40K ﹤0.01%
953
-69
1291
$40K ﹤0.01%
789
+115
1292
$39.7K ﹤0.01%
1,372
+153
1293
$39.7K ﹤0.01%
3,486
-540
1294
$39.7K ﹤0.01%
2,580
+1,583
1295
$39.6K ﹤0.01%
9,710
+3,115
1296
$39.6K ﹤0.01%
+1,011
1297
$39.6K ﹤0.01%
635
+562
1298
$39.5K ﹤0.01%
1,357
+439
1299
$39.4K ﹤0.01%
362
1300
$39.3K ﹤0.01%
520
-130
50 51
52
53 54