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
1501
$26.1K ﹤0.01%
924
-162
1502
$26.1K ﹤0.01%
+8,700
1503
$26.1K ﹤0.01%
653
+30
1504
$26K ﹤0.01%
148
+42
1505
$26K ﹤0.01%
+2,514
1506
$26K ﹤0.01%
267
1507
$26K ﹤0.01%
+850
1508
$25.9K ﹤0.01%
233
+151
1509
$25.9K ﹤0.01%
279
1510
$25.8K ﹤0.01%
1,233
-484
1511
$25.8K ﹤0.01%
+316
1512
$25.8K ﹤0.01%
593
1513
$25.7K ﹤0.01%
1,811
+368
1514
$25.7K ﹤0.01%
220
+20
1515
$25.7K ﹤0.01%
656
-22
1516
$25.6K ﹤0.01%
309
1517
$25.6K ﹤0.01%
4,875
+3,919
1518
$25.5K ﹤0.01%
2,500
1519
$25.5K ﹤0.01%
750
1520
$25.5K ﹤0.01%
800
-400
1521
$25.4K ﹤0.01%
399
+243
1522
$25.4K ﹤0.01%
236
-1,140
1523
$25.3K ﹤0.01%
+661
1524
$25.3K ﹤0.01%
1,549
+498
1525
$25.2K ﹤0.01%
2,000
59 60
61
62 63