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
1376
$38.6K ﹤0.01%
964
-91
1377
$38.6K ﹤0.01%
3,753
-387
1378
$38.6K ﹤0.01%
819
+44
1379
$38.6K ﹤0.01%
219
+59
1380
$38.5K ﹤0.01%
723
-21
1381
$38.4K ﹤0.01%
563
-603
1382
$38.3K ﹤0.01%
214
-440
1383
$38.2K ﹤0.01%
457
+5
1384
$38.1K ﹤0.01%
4,460
1385
$38K ﹤0.01%
99
+4
1386
$37.6K ﹤0.01%
335
-2
1387
$37.6K ﹤0.01%
168
-92
1388
$37.6K ﹤0.01%
715
-1
1389
$37.4K ﹤0.01%
21,020
+1,200
1390
$37.3K ﹤0.01%
4,285
+10
1391
$37.2K ﹤0.01%
1,085
1392
$37.2K ﹤0.01%
1,195
-954
1393
$37.1K ﹤0.01%
1,163
1394
$37K ﹤0.01%
443
-21
1395
$36.7K ﹤0.01%
2,709
+310
1396
$36.5K ﹤0.01%
1,650
1397
$36.4K ﹤0.01%
2,685
+450
1398
$36.2K ﹤0.01%
479
1399
$36.2K ﹤0.01%
16,751
-7,300
1400
$36.1K ﹤0.01%
3,143
+300
54 55
56
57 58