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
1451
$31.4K ﹤0.01%
+2,311
1452
$31.3K ﹤0.01%
359
+59
1453
$31.1K ﹤0.01%
861
1454
$31K ﹤0.01%
550
1455
$31K ﹤0.01%
676
+2
1456
$30.9K ﹤0.01%
214
-1,856
1457
$30.9K ﹤0.01%
473
1458
$30.9K ﹤0.01%
811
-501
1459
$30.8K ﹤0.01%
650
1460
$30.7K ﹤0.01%
1,430
-51
1461
$30.7K ﹤0.01%
170
-191
1462
$30.7K ﹤0.01%
394
1463
$30.7K ﹤0.01%
+396
1464
$30.6K ﹤0.01%
2,026
+906
1465
$30.5K ﹤0.01%
296
1466
$30.5K ﹤0.01%
5,013
+102
1467
$30.4K ﹤0.01%
90
-7
1468
$30.4K ﹤0.01%
4,000
1469
$30.4K ﹤0.01%
332
-11
1470
$30.2K ﹤0.01%
2,500
-3,000
1471
$30.2K ﹤0.01%
3,083
+5
1472
$30.2K ﹤0.01%
400
1473
$30.1K ﹤0.01%
549
+454
1474
$30K ﹤0.01%
5,452
-52
1475
$30K ﹤0.01%
286
+71
57 58
59
60 61