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
1626
$19.6K ﹤0.01%
949
+791
1627
$19.6K ﹤0.01%
633
+608
1628
$19.4K ﹤0.01%
2,001
+1
1629
$19.4K ﹤0.01%
452
+246
1630
$19.3K ﹤0.01%
264
-12
1631
$19.3K ﹤0.01%
988
+144
1632
$19.3K ﹤0.01%
824
-335
1633
$19.2K ﹤0.01%
408
1634
$19.1K ﹤0.01%
1,116
+4
1635
$19.1K ﹤0.01%
100
1636
$19.1K ﹤0.01%
387
-597
1637
$19.1K ﹤0.01%
500
-23
1638
$19.1K ﹤0.01%
290
+156
1639
$19.1K ﹤0.01%
689
-20
1640
$19.1K ﹤0.01%
1,461
+1,296
1641
$19K ﹤0.01%
613
-10
1642
$19K ﹤0.01%
+440
1643
$18.9K ﹤0.01%
200
1644
$18.9K ﹤0.01%
3,475
+1,705
1645
$18.8K ﹤0.01%
+69
1646
$18.8K ﹤0.01%
1,700
1647
$18.7K ﹤0.01%
461
+1
1648
$18.7K ﹤0.01%
83
-129
1649
$18.6K ﹤0.01%
+1,464
1650
$18.6K ﹤0.01%
239
64 65
66
67 68