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
1301
$39.3K ﹤0.01%
73
+12
1302
$39.2K ﹤0.01%
+884
1303
$39.2K ﹤0.01%
5,953
+1,140
1304
$39.1K ﹤0.01%
278
+149
1305
$39K ﹤0.01%
5,940
+1,780
1306
$39K ﹤0.01%
327
1307
$38.9K ﹤0.01%
536
1308
$38.8K ﹤0.01%
2,647
+2,047
1309
$38.7K ﹤0.01%
178
+72
1310
$38.7K ﹤0.01%
912
-50
1311
$38.5K ﹤0.01%
1,993
-7
1312
$38.5K ﹤0.01%
5,452
1313
$38.5K ﹤0.01%
8,948
+3,078
1314
$38.4K ﹤0.01%
244
+97
1315
$38.4K ﹤0.01%
379
+254
1316
$38.2K ﹤0.01%
2,195
+594
1317
$38.2K ﹤0.01%
1,298
+51
1318
$38.1K ﹤0.01%
810
-1
1319
$38.1K ﹤0.01%
3,397
-3,500
1320
$38K ﹤0.01%
346
+63
1321
$38K ﹤0.01%
1,360
+795
1322
$37.8K ﹤0.01%
260
-162
1323
$37.8K ﹤0.01%
664
+528
1324
$37.8K ﹤0.01%
5,640
+2,178
1325
$37.7K ﹤0.01%
650
51 52
53
54 55