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
1476
$30K ﹤0.01%
330
-210
1477
$29.9K ﹤0.01%
132
-6
1478
$29.9K ﹤0.01%
292
-41
1479
$29.9K ﹤0.01%
477
+325
1480
$29.8K ﹤0.01%
662
-7
1481
$29.8K ﹤0.01%
1,224
1482
$29.8K ﹤0.01%
4,660
1483
$29.7K ﹤0.01%
1,161
+98
1484
$29.6K ﹤0.01%
528
1485
$29.5K ﹤0.01%
430
+130
1486
$29.5K ﹤0.01%
666
+290
1487
$29.4K ﹤0.01%
892
-8
1488
$29.4K ﹤0.01%
1,385
1489
$29.2K ﹤0.01%
1,018
+112
1490
$29K ﹤0.01%
2,489
+5
1491
$29K ﹤0.01%
528
-4
1492
$29K ﹤0.01%
1,150
1493
$28.8K ﹤0.01%
939
1494
$28.5K ﹤0.01%
2,240
1495
$28.4K ﹤0.01%
1,701
1496
$28.3K ﹤0.01%
466
+30
1497
$28.2K ﹤0.01%
+454
1498
$28.2K ﹤0.01%
642
-550
1499
$28K ﹤0.01%
580
-218
1500
$27.9K ﹤0.01%
681
-40
58 59
60
61 62