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
1326
$44.2K ﹤0.01%
1,200
1327
$44.1K ﹤0.01%
+948
1328
$44K ﹤0.01%
1,649
-83
1329
$43.9K ﹤0.01%
517
1330
$43.6K ﹤0.01%
300
1331
$43.4K ﹤0.01%
2,020
1332
$43.1K ﹤0.01%
427
+212
1333
$43K ﹤0.01%
23
-5
1334
$42.8K ﹤0.01%
3,012
-97
1335
$42.5K ﹤0.01%
1,754
+138
1336
$42.5K ﹤0.01%
556
+222
1337
$42.4K ﹤0.01%
7,205
+329
1338
$42.4K ﹤0.01%
7,610
+2,620
1339
$42.3K ﹤0.01%
1,033
1340
$42.2K ﹤0.01%
121
-2
1341
$42.1K ﹤0.01%
13,950
+150
1342
$42K ﹤0.01%
11,208
+260
1343
$41.9K ﹤0.01%
429
-596
1344
$41.8K ﹤0.01%
800
1345
$41.7K ﹤0.01%
895
-61,921
1346
$41.6K ﹤0.01%
706
-74
1347
$41.5K ﹤0.01%
1,752
+23
1348
$41.4K ﹤0.01%
+1,038
1349
$41.3K ﹤0.01%
+500
1350
$41K ﹤0.01%
2,800
52 53
54
55 56