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
1651
$17.6K ﹤0.01%
418
+1
1652
$17.5K ﹤0.01%
339
1653
$17.5K ﹤0.01%
97
-1,654
1654
$17.5K ﹤0.01%
135
-67
1655
$17.4K ﹤0.01%
+1,500
1656
$17.4K ﹤0.01%
4,160
1657
$17.3K ﹤0.01%
146
+122
1658
$17.3K ﹤0.01%
130
+60
1659
$17.2K ﹤0.01%
558
+348
1660
$17.2K ﹤0.01%
132
-24
1661
$17.2K ﹤0.01%
240
1662
$17.1K ﹤0.01%
341
1663
$17.1K ﹤0.01%
1,836
+16
1664
$17K ﹤0.01%
180
+100
1665
$17K ﹤0.01%
235
-13
1666
$17K ﹤0.01%
469
1667
$17K ﹤0.01%
175
1668
$16.8K ﹤0.01%
2,531
+442
1669
$16.8K ﹤0.01%
232
1670
$16.8K ﹤0.01%
310
1671
$16.7K ﹤0.01%
80
+74
1672
$16.7K ﹤0.01%
328
+3
1673
$16.7K ﹤0.01%
109
1674
$16.7K ﹤0.01%
84
-24
1675
$16.6K ﹤0.01%
+157
65 66
67
68 69