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
1601
$20.9K ﹤0.01%
+853
1602
$20.9K ﹤0.01%
111
+98
1603
$20.8K ﹤0.01%
1,550
-45
1604
$20.7K ﹤0.01%
+1,096
1605
$20.6K ﹤0.01%
+841
1606
$20.5K ﹤0.01%
444
-26
1607
$20.5K ﹤0.01%
426
1608
$20.4K ﹤0.01%
525
-38
1609
$20.4K ﹤0.01%
7,218
+5,418
1610
$20.3K ﹤0.01%
244
+19
1611
$20.3K ﹤0.01%
1,257
-130
1612
$20.2K ﹤0.01%
791
-107
1613
$20.1K ﹤0.01%
142
+27
1614
$20.1K ﹤0.01%
1,748
+1,601
1615
$20.1K ﹤0.01%
2,281
+41
1616
$20K ﹤0.01%
95
+79
1617
$20K ﹤0.01%
512
1618
$20K ﹤0.01%
799
+9
1619
$19.9K ﹤0.01%
241
1620
$19.9K ﹤0.01%
5,392
+2,210
1621
$19.9K ﹤0.01%
983
-3,073
1622
$19.8K ﹤0.01%
+1,600
1623
$19.8K ﹤0.01%
1,492
1624
$19.8K ﹤0.01%
272
+100
1625
$19.6K ﹤0.01%
1,525
+1,025
63 64
65
66 67