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
1476
$27.9K ﹤0.01%
600
+350
1477
$27.9K ﹤0.01%
200
1478
$27.9K ﹤0.01%
239
+26
1479
$27.9K ﹤0.01%
127
+88
1480
$27.7K ﹤0.01%
1,200
1481
$27.7K ﹤0.01%
611
-4,206
1482
$27.5K ﹤0.01%
4,376
+4,108
1483
$27.5K ﹤0.01%
+824
1484
$27.3K ﹤0.01%
131
+10
1485
$27.3K ﹤0.01%
+135
1486
$27.2K ﹤0.01%
1,033
+929
1487
$27.2K ﹤0.01%
+945
1488
$27.1K ﹤0.01%
960
+310
1489
$27K ﹤0.01%
298
1490
$26.9K ﹤0.01%
799
+724
1491
$26.9K ﹤0.01%
1,480
-800
1492
$26.9K ﹤0.01%
2,900
+1,125
1493
$26.6K ﹤0.01%
370
-69
1494
$26.5K ﹤0.01%
+568
1495
$26.4K ﹤0.01%
952
+858
1496
$26.3K ﹤0.01%
1,530
+445
1497
$26.3K ﹤0.01%
296
1498
$26.2K ﹤0.01%
484
+194
1499
$26.2K ﹤0.01%
297
+142
1500
$26.1K ﹤0.01%
819
-2,193
58 59
60
61 62