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
1401
$32.5K ﹤0.01%
398
1402
$32.3K ﹤0.01%
598
-6
1403
$32K ﹤0.01%
474
-123
1404
$32K ﹤0.01%
597
+145
1405
$31.8K ﹤0.01%
+2,638
1406
$31.8K ﹤0.01%
650
+50
1407
$31.7K ﹤0.01%
218
-2
1408
$31.6K ﹤0.01%
239
+36
1409
$31.6K ﹤0.01%
922
+860
1410
$31.5K ﹤0.01%
236
+141
1411
$31.5K ﹤0.01%
+140
1412
$31.4K ﹤0.01%
+1,050
1413
$31.4K ﹤0.01%
525
-51
1414
$31.3K ﹤0.01%
600
1415
$31.3K ﹤0.01%
254
+165
1416
$31.2K ﹤0.01%
825
1417
$31.2K ﹤0.01%
299
+236
1418
$31.1K ﹤0.01%
318
+297
1419
$31K ﹤0.01%
1,624
1420
$30.9K ﹤0.01%
246
+132
1421
$30.9K ﹤0.01%
+2,017
1422
$30.9K ﹤0.01%
1,400
+900
1423
$30.9K ﹤0.01%
8,388
+378
1424
$30.9K ﹤0.01%
934
1425
$30.6K ﹤0.01%
947
+120
55 56
57
58 59