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
1451
$28.7K ﹤0.01%
3,018
+912
1452
$28.7K ﹤0.01%
+12,782
1453
$28.6K ﹤0.01%
1,828
+1,476
1454
$28.6K ﹤0.01%
835
+5
1455
$28.6K ﹤0.01%
331
+192
1456
$28.6K ﹤0.01%
+850
1457
$28.6K ﹤0.01%
+925
1458
$28.5K ﹤0.01%
632
+14
1459
$28.5K ﹤0.01%
+939
1460
$28.5K ﹤0.01%
343
+323
1461
$28.4K ﹤0.01%
+1,375
1462
$28.4K ﹤0.01%
1,030
-1,360
1463
$28.4K ﹤0.01%
555
1464
$28.4K ﹤0.01%
+386
1465
$28.4K ﹤0.01%
80
-17
1466
$28.4K ﹤0.01%
1,528
+1,153
1467
$28.3K ﹤0.01%
+2,562
1468
$28.3K ﹤0.01%
421
1469
$28.3K ﹤0.01%
+280
1470
$28.2K ﹤0.01%
558
+16
1471
$28.1K ﹤0.01%
310
+95
1472
$28K ﹤0.01%
1,604
+100
1473
$28K ﹤0.01%
+2,000
1474
$28K ﹤0.01%
277
+68
1475
$28K ﹤0.01%
2,539
+700
57 58
59
60 61