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
1576
$22.5K ﹤0.01%
+420
1577
$22.4K ﹤0.01%
252
1578
$22.3K ﹤0.01%
2,217
+217
1579
$22.2K ﹤0.01%
640
1580
$22.1K ﹤0.01%
+2,040
1581
$22K ﹤0.01%
1,355
+546
1582
$21.9K ﹤0.01%
301
+34
1583
$21.9K ﹤0.01%
180
1584
$21.7K ﹤0.01%
232
+120
1585
$21.5K ﹤0.01%
980
+617
1586
$21.5K ﹤0.01%
810
-14
1587
$21.4K ﹤0.01%
1,025
1588
$21.3K ﹤0.01%
17,350
+3,178
1589
$21.3K ﹤0.01%
+522
1590
$21.3K ﹤0.01%
194
+53
1591
$21.1K ﹤0.01%
1,000
1592
$21.1K ﹤0.01%
2,860
+860
1593
$21.1K ﹤0.01%
4,500
+670
1594
$21.1K ﹤0.01%
44
+18
1595
$21K ﹤0.01%
420
+109
1596
$21K ﹤0.01%
1,423
+326
1597
$21K ﹤0.01%
616
+282
1598
$21K ﹤0.01%
736
+239
1599
$21K ﹤0.01%
266
-25
1600
$20.9K ﹤0.01%
439
62 63
64
65 66