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
126
$4.94M 0.16%
32,963
+13,979
127
$4.92M 0.16%
14,916
+1,999
128
$4.9M 0.16%
72,340
+59,943
129
$4.85M 0.16%
53,959
+42,110
130
$4.77M 0.15%
70,077
-16,146
131
$4.72M 0.15%
+47,179
132
$4.71M 0.15%
8,958
+485
133
$4.69M 0.15%
29,185
-334
134
$4.66M 0.15%
57,860
-184
135
$4.65M 0.15%
93,277
+4,920
136
$4.63M 0.15%
23,848
-6,989
137
$4.51M 0.14%
8,258
+3,171
138
$4.49M 0.14%
152,140
+4,793
139
$4.49M 0.14%
32,134
+1,220
140
$4.46M 0.14%
25,770
-1,261
141
$4.45M 0.14%
40,276
+4,413
142
$4.2M 0.13%
25,346
+2,388
143
$4.18M 0.13%
22,235
+554
144
$4.14M 0.13%
54,103
+53,626
145
$4.11M 0.13%
113,210
-1,982
146
$4.1M 0.13%
12,165
-18
147
$4.07M 0.13%
196,487
+32,370
148
$4.01M 0.13%
12,826
+1,037
149
$3.9M 0.12%
19,738
-325
150
$3.88M 0.12%
36,773
+798
4 5
6
7 8