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
1276
$50.7K ﹤0.01%
448
1277
$50.6K ﹤0.01%
5,110
+3,205
1278
$50.4K ﹤0.01%
4,000
1279
$50.3K ﹤0.01%
1,530
-126
1280
$50.2K ﹤0.01%
373
-185
1281
$50.1K ﹤0.01%
9,130
+830
1282
$49.9K ﹤0.01%
1,500
1283
$49.8K ﹤0.01%
5,500
+2,000
1284
$49.7K ﹤0.01%
4,320
-279
1285
$49.6K ﹤0.01%
1,983
+635
1286
$49.4K ﹤0.01%
2,385
+400
1287
$49.3K ﹤0.01%
940
+40
1288
$48.9K ﹤0.01%
2,435
1289
$48.6K ﹤0.01%
300
1290
$48.6K ﹤0.01%
859
1291
$48.5K ﹤0.01%
674
-45
1292
$48.5K ﹤0.01%
5,565
-1,009
1293
$48.3K ﹤0.01%
1,697
1294
$48.1K ﹤0.01%
372
1295
$48.1K ﹤0.01%
707
-219
1296
$48K ﹤0.01%
9,950
-44,520
1297
$47.9K ﹤0.01%
1,948
-18
1298
$47.8K ﹤0.01%
585
1299
$47.7K ﹤0.01%
1,100
1300
$47.7K ﹤0.01%
1,209
+360
50 51
52
53 54