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
1301
$47.7K ﹤0.01%
1,786
1302
$47.6K ﹤0.01%
2,267
1303
$47.4K ﹤0.01%
478
+25
1304
$47.4K ﹤0.01%
202
-1
1305
$47K ﹤0.01%
4,820
+1,210
1306
$47K ﹤0.01%
4,000
1307
$46.8K ﹤0.01%
504
+3
1308
$46.7K ﹤0.01%
306
-73
1309
$46.6K ﹤0.01%
+805
1310
$46.4K ﹤0.01%
1,281
+1,139
1311
$46.3K ﹤0.01%
1,004
-64
1312
$46.3K ﹤0.01%
8,320
+40
1313
$46.1K ﹤0.01%
756
+4
1314
$45.8K ﹤0.01%
476
-1,716
1315
$45.8K ﹤0.01%
137
+3
1316
$45.7K ﹤0.01%
4,080
-1,211
1317
$45.6K ﹤0.01%
373
+3
1318
$45.5K ﹤0.01%
352
-4,625
1319
$45.4K ﹤0.01%
999
1320
$45.2K ﹤0.01%
924
1321
$45.2K ﹤0.01%
363
-7
1322
$45.1K ﹤0.01%
1,205
1323
$44.6K ﹤0.01%
2,845
+1,330
1324
$44.5K ﹤0.01%
1,595
1325
$44.3K ﹤0.01%
139
-16
51 52
53
54 55