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
1526
$25.2K ﹤0.01%
+1,300
1527
$25.2K ﹤0.01%
10,660
+3,620
1528
$25K ﹤0.01%
10,000
+7,000
1529
$24.9K ﹤0.01%
623
1530
$24.9K ﹤0.01%
383
1531
$24.9K ﹤0.01%
554
+190
1532
$24.8K ﹤0.01%
414
-5
1533
$24.8K ﹤0.01%
1,365
1534
$24.8K ﹤0.01%
1,559
+284
1535
$24.8K ﹤0.01%
564
+311
1536
$24.8K ﹤0.01%
+650
1537
$24.6K ﹤0.01%
1,644
1538
$24.6K ﹤0.01%
+1,000
1539
$24.6K ﹤0.01%
448
+150
1540
$24.5K ﹤0.01%
443
+400
1541
$24.4K ﹤0.01%
187
+111
1542
$24.4K ﹤0.01%
170
-10
1543
$24.4K ﹤0.01%
910
+692
1544
$24.4K ﹤0.01%
+1,796
1545
$24.2K ﹤0.01%
1,000
+902
1546
$24.2K ﹤0.01%
137
+2
1547
$24.2K ﹤0.01%
6,623
1548
$24K ﹤0.01%
+2,406
1549
$23.9K ﹤0.01%
380
+2
1550
$23.9K ﹤0.01%
1,983
+526
60 61
62
63 64