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
1401
$35.9K ﹤0.01%
3,500
1402
$35.8K ﹤0.01%
815
+465
1403
$35.7K ﹤0.01%
406
-206
1404
$35.7K ﹤0.01%
615
+260
1405
$35.5K ﹤0.01%
828
+243
1406
$35.5K ﹤0.01%
467
-89
1407
$35.5K ﹤0.01%
2,219
-26
1408
$35.2K ﹤0.01%
1,030
1409
$35.1K ﹤0.01%
406
+50
1410
$35.1K ﹤0.01%
383
-33
1411
$34.9K ﹤0.01%
635
+25
1412
$34.7K ﹤0.01%
493
1413
$34.7K ﹤0.01%
4,482
1414
$34.6K ﹤0.01%
622
+80
1415
$34.5K ﹤0.01%
1,165
-1,533
1416
$34.5K ﹤0.01%
276
-1,691
1417
$34.5K ﹤0.01%
278
+161
1418
$34.5K ﹤0.01%
763
+739
1419
$34.4K ﹤0.01%
575
1420
$34.3K ﹤0.01%
1,108
-336
1421
$34K ﹤0.01%
2,702
1422
$34K ﹤0.01%
3,048
-505
1423
$34K ﹤0.01%
1,046
+1
1424
$33.8K ﹤0.01%
4,515
+245
1425
$33.7K ﹤0.01%
6,006
-507
55 56
57
58 59