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
126
$4.11M 0.16%
100,699
+20,831
127
$4.04M 0.16%
72,925
+35,934
128
$3.96M 0.15%
63,773
+28,668
129
$3.88M 0.15%
28,913
+1,310
130
$3.86M 0.15%
8,307
+6,279
131
$3.85M 0.15%
78,345
-77,088
132
$3.83M 0.15%
18,212
+14,334
133
$3.8M 0.15%
9,206
-3,282
134
$3.79M 0.15%
15,192
-910
135
$3.75M 0.15%
12,339
+9,478
136
$3.74M 0.15%
56,238
+44,939
137
$3.71M 0.14%
57,750
+20,540
138
$3.67M 0.14%
48,137
+7,096
139
$3.64M 0.14%
47,892
+38,914
140
$3.62M 0.14%
112,698
+58,218
141
$3.58M 0.14%
79,855
+47,690
142
$3.57M 0.14%
8,003
+6,815
143
$3.55M 0.14%
23,348
+3,298
144
$3.51M 0.14%
42,369
+33,132
145
$3.49M 0.14%
34,507
-28,883
146
$3.46M 0.13%
135,972
+24,090
147
$3.45M 0.13%
121,762
+38,816
148
$3.41M 0.13%
46,250
+24,344
149
$3.35M 0.13%
104,003
+29,211
150
$3.32M 0.13%
23,911
+9,463
4 5
6
7 8