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
1376
$34.4K ﹤0.01%
300
1377
$34.4K ﹤0.01%
3,155
1378
$34.3K ﹤0.01%
349
+319
1379
$34.3K ﹤0.01%
700
-6
1380
$34.1K ﹤0.01%
234
-20
1381
$34K ﹤0.01%
2,817
+975
1382
$34K ﹤0.01%
+1,005
1383
$33.9K ﹤0.01%
486
-49
1384
$33.6K ﹤0.01%
8,774
-1,226
1385
$33.5K ﹤0.01%
1,425
1386
$33.5K ﹤0.01%
+440
1387
$33.5K ﹤0.01%
195
-211
1388
$33.4K ﹤0.01%
+234
1389
$33.2K ﹤0.01%
1,449
-32
1390
$33.2K ﹤0.01%
888
+179
1391
$33.2K ﹤0.01%
3,281
+271
1392
$33.1K ﹤0.01%
1,779
1393
$33K ﹤0.01%
602
1394
$33K ﹤0.01%
234
-1
1395
$32.8K ﹤0.01%
648
+354
1396
$32.8K ﹤0.01%
936
+358
1397
$32.8K ﹤0.01%
8,950
-25,457
1398
$32.7K ﹤0.01%
650
1399
$32.5K ﹤0.01%
1,840
+840
1400
$32.5K ﹤0.01%
1,070
+66
54 55
56
57 58