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
1626
$19.1K ﹤0.01%
424
1627
$19K ﹤0.01%
887
+638
1628
$18.9K ﹤0.01%
637
+437
1629
$18.9K ﹤0.01%
127
+12
1630
$18.8K ﹤0.01%
512
+141
1631
$18.8K ﹤0.01%
149
-72
1632
$18.7K ﹤0.01%
168
-73
1633
$18.5K ﹤0.01%
512
-7
1634
$18.4K ﹤0.01%
+1,758
1635
$18.3K ﹤0.01%
2,096
-7
1636
$18.2K ﹤0.01%
114
+4
1637
$18.2K ﹤0.01%
221
+16
1638
$18.2K ﹤0.01%
+3,325
1639
$18.1K ﹤0.01%
200
-401
1640
$18.1K ﹤0.01%
579
+550
1641
$18K ﹤0.01%
15
+2
1642
$18K ﹤0.01%
50
1643
$18K ﹤0.01%
987
-52
1644
$17.9K ﹤0.01%
114
1645
$17.7K ﹤0.01%
264
+18
1646
$17.7K ﹤0.01%
622
+122
1647
$17.6K ﹤0.01%
2,634
-79
1648
$17.6K ﹤0.01%
200
1649
$17.6K ﹤0.01%
169
+72
1650
$17.6K ﹤0.01%
826
+609
64 65
66
67 68