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
1501
$27.8K ﹤0.01%
400
+300
1502
$27.5K ﹤0.01%
1,007
1503
$27.3K ﹤0.01%
+1,097
1504
$27.2K ﹤0.01%
1,796
1505
$27K ﹤0.01%
924
+6
1506
$27K ﹤0.01%
1,032
+7
1507
$26.7K ﹤0.01%
500
1508
$26.7K ﹤0.01%
821
+525
1509
$26.4K ﹤0.01%
3,286
1510
$26.3K ﹤0.01%
501
+20
1511
$26.2K ﹤0.01%
207
-45
1512
$26.1K ﹤0.01%
1,357
+4
1513
$25.8K ﹤0.01%
420
-185
1514
$25.7K ﹤0.01%
962
1515
$25.7K ﹤0.01%
174
+76
1516
$25.7K ﹤0.01%
454
+48
1517
$25.7K ﹤0.01%
+200
1518
$25.6K ﹤0.01%
238
-3
1519
$25.6K ﹤0.01%
17,767
1520
$25.5K ﹤0.01%
+864
1521
$25.4K ﹤0.01%
1,376
1522
$25.4K ﹤0.01%
365
-104
1523
$25.2K ﹤0.01%
+1,042
1524
$25.2K ﹤0.01%
887
+83
1525
$25.2K ﹤0.01%
505
-1,031
59 60
61
62 63