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
1351
$41K ﹤0.01%
560
1352
$41K ﹤0.01%
3,900
1353
$40.7K ﹤0.01%
254
1354
$40.6K ﹤0.01%
4,510
1355
$40.5K ﹤0.01%
+1,500
1356
$40.4K ﹤0.01%
+1,582
1357
$40.2K ﹤0.01%
1,750
1358
$40.1K ﹤0.01%
1,215
-8,100
1359
$40K ﹤0.01%
1,350
1360
$40K ﹤0.01%
5,670
1361
$39.9K ﹤0.01%
220
-1,485
1362
$39.8K ﹤0.01%
419
-81
1363
$39.7K ﹤0.01%
668
+260
1364
$39.7K ﹤0.01%
538
+12
1365
$39.6K ﹤0.01%
835
-168
1366
$39.6K ﹤0.01%
564
-39
1367
$39.6K ﹤0.01%
+700
1368
$39.5K ﹤0.01%
679
-22
1369
$39.5K ﹤0.01%
928
1370
$39.1K ﹤0.01%
405
-980
1371
$39K ﹤0.01%
+778
1372
$38.9K ﹤0.01%
4,059
1373
$38.7K ﹤0.01%
1,768
-859
1374
$38.7K ﹤0.01%
8,619
1375
$38.7K ﹤0.01%
767
-50
53 54
55
56 57