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
1651
$18.6K ﹤0.01%
+447
1652
$18.5K ﹤0.01%
250
1653
$18.5K ﹤0.01%
+800
1654
$18.4K ﹤0.01%
464
+270
1655
$18.3K ﹤0.01%
270
1656
$18.3K ﹤0.01%
+390
1657
$18.3K ﹤0.01%
+959
1658
$18.2K ﹤0.01%
2,192
1659
$18.2K ﹤0.01%
371
+120
1660
$18.2K ﹤0.01%
+331
1661
$18.1K ﹤0.01%
1,250
-150
1662
$18.1K ﹤0.01%
+135
1663
$18.1K ﹤0.01%
665
-17,819
1664
$18.1K ﹤0.01%
371
-48
1665
$18.1K ﹤0.01%
1,376
+92
1666
$18K ﹤0.01%
557
+256
1667
$18K ﹤0.01%
81
+39
1668
$17.9K ﹤0.01%
798
-9,127
1669
$17.9K ﹤0.01%
285
+31
1670
$17.8K ﹤0.01%
393
+20
1671
$17.7K ﹤0.01%
+1,195
1672
$17.6K ﹤0.01%
500
-85
1673
$17.5K ﹤0.01%
779
-4,789
1674
$17.4K ﹤0.01%
500
1675
$17.3K ﹤0.01%
2,096
+906
65 66
67
68 69