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
1601
$20.7K ﹤0.01%
376
-1,082
1602
$20.7K ﹤0.01%
+518
1603
$20.6K ﹤0.01%
1,489
+1,400
1604
$20.5K ﹤0.01%
334
+168
1605
$20.4K ﹤0.01%
+1,737
1606
$20.4K ﹤0.01%
1,205
1607
$20.2K ﹤0.01%
644
-133
1608
$20.1K ﹤0.01%
534
-601
1609
$20.1K ﹤0.01%
928
1610
$20.1K ﹤0.01%
313
-91
1611
$20K ﹤0.01%
456
-417,492
1612
$20K ﹤0.01%
46
+40
1613
$19.9K ﹤0.01%
162
+1
1614
$19.8K ﹤0.01%
333
-418
1615
$19.8K ﹤0.01%
1,625
+1,040
1616
$19.7K ﹤0.01%
251
-2,166
1617
$19.6K ﹤0.01%
215
1618
$19.6K ﹤0.01%
1,210
+165
1619
$19.6K ﹤0.01%
56
+3
1620
$19.5K ﹤0.01%
640
+500
1621
$19.5K ﹤0.01%
1,890
1622
$19.4K ﹤0.01%
2,400
+400
1623
$19.3K ﹤0.01%
126
1624
$19.2K ﹤0.01%
124
-4
1625
$19.2K ﹤0.01%
373
+230
63 64
65
66 67