SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
+$26.6M
3
+$25M
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
+$11M

Top Sells

1
+$13M
2
+$11M
3
+$10.4M
4
TMUS icon
T-Mobile US
TMUS
+$5.03M
5
A icon
Agilent Technologies
A
+$4.65M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 5.59%
3 Financials 4.94%
4 Healthcare 4.41%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$23.9K ﹤0.01%
332
+142
1552
$23.7K ﹤0.01%
300
1553
$23.7K ﹤0.01%
759
+474
1554
$23.6K ﹤0.01%
334
-51
1555
$23.6K ﹤0.01%
235
+90
1556
$23.4K ﹤0.01%
100
1557
$23.4K ﹤0.01%
250
1558
$23.4K ﹤0.01%
480
-166
1559
$23.3K ﹤0.01%
935
+913
1560
$23.2K ﹤0.01%
351
+300
1561
$23.2K ﹤0.01%
728
+190
1562
$23.2K ﹤0.01%
500
-67
1563
$23.2K ﹤0.01%
+100
1564
$23.1K ﹤0.01%
1,298
-688
1565
$23K ﹤0.01%
511
+97
1566
$22.9K ﹤0.01%
795
+598
1567
$22.9K ﹤0.01%
2,652
-225
1568
$22.9K ﹤0.01%
438
+207
1569
$22.9K ﹤0.01%
2,007
1570
$22.8K ﹤0.01%
2,109
+875
1571
$22.7K ﹤0.01%
382
+99
1572
$22.7K ﹤0.01%
+450
1573
$22.7K ﹤0.01%
2,645
1574
$22.7K ﹤0.01%
729
+355
1575
$22.5K ﹤0.01%
4,340
+75
61 62
63
64 65