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
1576
$22.4K ﹤0.01%
208
1577
$22.4K ﹤0.01%
170
+4
1578
$22.3K ﹤0.01%
1,298
-682
1579
$22.3K ﹤0.01%
253
+241
1580
$22.2K ﹤0.01%
3,451
1581
$22.1K ﹤0.01%
127
1582
$21.9K ﹤0.01%
546
+3
1583
$21.8K ﹤0.01%
208
+17
1584
$21.7K ﹤0.01%
680
1585
$21.7K ﹤0.01%
559
1586
$21.5K ﹤0.01%
+230
1587
$21.5K ﹤0.01%
8,080
1588
$21.5K ﹤0.01%
194
-2
1589
$21.4K ﹤0.01%
3,705
+100
1590
$21.4K ﹤0.01%
441
1591
$21.2K ﹤0.01%
9,919
+4,560
1592
$21.2K ﹤0.01%
75
-61
1593
$21.1K ﹤0.01%
415
-85
1594
$21.1K ﹤0.01%
12,250
1595
$21.1K ﹤0.01%
475
1596
$21K ﹤0.01%
294
+1
1597
$20.9K ﹤0.01%
300
1598
$20.8K ﹤0.01%
5,594
1599
$20.7K ﹤0.01%
425
1600
$20.7K ﹤0.01%
388
+135
62 63
64
65 66