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
1326
$37.6K ﹤0.01%
533
+154
1327
$37.5K ﹤0.01%
737
-69
1328
$37.4K ﹤0.01%
6,345
+3,795
1329
$37.4K ﹤0.01%
1,250
1330
$37.3K ﹤0.01%
785
+449
1331
$37.3K ﹤0.01%
4,209
+1,400
1332
$37.2K ﹤0.01%
1,189
1333
$37.1K ﹤0.01%
936
+250
1334
$36.9K ﹤0.01%
+351
1335
$36.8K ﹤0.01%
1,012
+31
1336
$36.8K ﹤0.01%
3,059
+1,419
1337
$36.8K ﹤0.01%
3,527
+11
1338
$36.8K ﹤0.01%
724
+474
1339
$36.8K ﹤0.01%
+1,287
1340
$36.7K ﹤0.01%
1,657
+1,425
1341
$36.6K ﹤0.01%
734
+107
1342
$36.6K ﹤0.01%
3,276
1343
$36.5K ﹤0.01%
634
1344
$36.4K ﹤0.01%
537
+118
1345
$36.4K ﹤0.01%
2,152
1346
$36.3K ﹤0.01%
5,068
+1,516
1347
$36.1K ﹤0.01%
1,180
-4,285
1348
$36.1K ﹤0.01%
500
1349
$36K ﹤0.01%
1,570
1350
$36K ﹤0.01%
3,000
52 53
54
55 56