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
$3.12B
AUM Growth
-$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$10.6M
3
+$8.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$6.47M

Top Sells

1
+$24.9M
2
+$20.4M
3
+$13.4M
4
GWW icon
W.W. Grainger
GWW
+$7.83M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.2M

Sector Composition

1 Technology 14.79%
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
1551
$23.8K ﹤0.01%
2,000
1552
$23.7K ﹤0.01%
663
+30
1553
$23.7K ﹤0.01%
610
1554
$23.7K ﹤0.01%
292
-33
1555
$23.5K ﹤0.01%
171
+45
1556
$23.4K ﹤0.01%
327
-80
1557
$23.4K ﹤0.01%
47
+5
1558
$23.2K ﹤0.01%
252
-9,723
1559
$23.2K ﹤0.01%
1,035
1560
$23.1K ﹤0.01%
1,029
+9
1561
$22.9K ﹤0.01%
767
+167
1562
$22.9K ﹤0.01%
400
+200
1563
$22.8K ﹤0.01%
900
+400
1564
$22.8K ﹤0.01%
358
+142
1565
$22.8K ﹤0.01%
1,200
+157
1566
$22.7K ﹤0.01%
1,860
1567
$22.7K ﹤0.01%
230
+200
1568
$22.7K ﹤0.01%
2,645
1569
$22.7K ﹤0.01%
+1,200
1570
$22.7K ﹤0.01%
700
1571
$22.6K ﹤0.01%
272
1572
$22.5K ﹤0.01%
490
-126
1573
$22.5K ﹤0.01%
114
1574
$22.5K ﹤0.01%
479
-452
1575
$22.5K ﹤0.01%
488
-88
61 62
63
64 65