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
1426
$33.5K ﹤0.01%
148
+29
1427
$33.4K ﹤0.01%
1,125
+100
1428
$33.3K ﹤0.01%
1,425
1429
$33.3K ﹤0.01%
+1,000
1430
$33.2K ﹤0.01%
419
-51
1431
$33.2K ﹤0.01%
+2,250
1432
$33.2K ﹤0.01%
1,317
1433
$33.1K ﹤0.01%
100
1434
$33K ﹤0.01%
391
-9
1435
$33K ﹤0.01%
276
-87
1436
$32.9K ﹤0.01%
834
+312
1437
$32.9K ﹤0.01%
2,115
+2,000
1438
$32.8K ﹤0.01%
822
-584
1439
$32.8K ﹤0.01%
1,879
+20
1440
$32.6K ﹤0.01%
450
1441
$32.6K ﹤0.01%
310
-2,080
1442
$32.6K ﹤0.01%
982
1443
$32.6K ﹤0.01%
56
+1
1444
$32.5K ﹤0.01%
2,335
-1,000
1445
$32.5K ﹤0.01%
1,629
-1,476
1446
$32.4K ﹤0.01%
5,770
+200
1447
$32.3K ﹤0.01%
2,268
1448
$32.2K ﹤0.01%
343
+43
1449
$32.1K ﹤0.01%
132
-19
1450
$31.7K ﹤0.01%
1,054
+8
56 57
58
59 60