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
1526
$25.1K ﹤0.01%
240
1527
$25.1K ﹤0.01%
2,539
1528
$25K ﹤0.01%
26
+20
1529
$25K ﹤0.01%
252
1530
$25K ﹤0.01%
1,110
1531
$24.9K ﹤0.01%
555
1532
$24.9K ﹤0.01%
928
1533
$24.9K ﹤0.01%
750
-450
1534
$24.8K ﹤0.01%
650
1535
$24.7K ﹤0.01%
321
-40
1536
$24.5K ﹤0.01%
1,300
1537
$24.5K ﹤0.01%
399
1538
$24.4K ﹤0.01%
1,000
-1,100
1539
$24.4K ﹤0.01%
+148
1540
$24.4K ﹤0.01%
378
+59
1541
$24.4K ﹤0.01%
1,075
1542
$24.4K ﹤0.01%
1,205
-12
1543
$24.3K ﹤0.01%
475
1544
$24.3K ﹤0.01%
3,758
+365
1545
$24.1K ﹤0.01%
440
1546
$24.1K ﹤0.01%
652
-408
1547
$24K ﹤0.01%
335
1548
$24K ﹤0.01%
1,106
-55
1549
$23.9K ﹤0.01%
1,640
1550
$23.9K ﹤0.01%
182
-8
60 61
62
63 64