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
1426
$30.5K ﹤0.01%
1,877
+281
1427
$30.5K ﹤0.01%
1,007
+818
1428
$30.5K ﹤0.01%
160
-416
1429
$30.5K ﹤0.01%
378
1430
$30.4K ﹤0.01%
8,000
1431
$30.1K ﹤0.01%
+1,350
1432
$29.9K ﹤0.01%
1,226
+796
1433
$29.9K ﹤0.01%
1,321
1434
$29.8K ﹤0.01%
1,448
+110
1435
$29.4K ﹤0.01%
201
+182
1436
$29.4K ﹤0.01%
+1,325
1437
$29.4K ﹤0.01%
632
+35
1438
$29.3K ﹤0.01%
+712
1439
$29.1K ﹤0.01%
1,599
+151
1440
$29.1K ﹤0.01%
1,078
-11,832
1441
$29.1K ﹤0.01%
476
+303
1442
$29.1K ﹤0.01%
300
-457
1443
$29K ﹤0.01%
+1,400
1444
$28.9K ﹤0.01%
3,546
+100
1445
$28.9K ﹤0.01%
4,327
1446
$28.8K ﹤0.01%
+889
1447
$28.8K ﹤0.01%
142
+77
1448
$28.7K ﹤0.01%
242
+7
1449
$28.7K ﹤0.01%
4,331
1450
$28.7K ﹤0.01%
344
56 57
58
59 60