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
1351
$35.9K ﹤0.01%
2,918
+22
1352
$35.7K ﹤0.01%
6,954
+1,800
1353
$35.7K ﹤0.01%
1,752
+560
1354
$35.7K ﹤0.01%
708
-102
1355
$35.6K ﹤0.01%
1,438
+496
1356
$35.6K ﹤0.01%
872
+442
1357
$35.6K ﹤0.01%
419
+234
1358
$35.6K ﹤0.01%
2,230
-13,150
1359
$35.6K ﹤0.01%
144
+48
1360
$35.4K ﹤0.01%
831
+201
1361
$35.3K ﹤0.01%
521
+8
1362
$35.1K ﹤0.01%
2,145
-420
1363
$35.1K ﹤0.01%
999
+519
1364
$35K ﹤0.01%
2,600
+2,500
1365
$35K ﹤0.01%
600
-879
1366
$35K ﹤0.01%
921
+791
1367
$34.9K ﹤0.01%
+850
1368
$34.9K ﹤0.01%
619
+180
1369
$34.7K ﹤0.01%
331
+99
1370
$34.6K ﹤0.01%
2,099
-16
1371
$34.6K ﹤0.01%
844
+36
1372
$34.6K ﹤0.01%
381
+308
1373
$34.5K ﹤0.01%
762
+87
1374
$34.5K ﹤0.01%
711
+5
1375
$34.4K ﹤0.01%
14,845
+13,123
53 54
55
56 57