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
1676
$17.3K ﹤0.01%
582
+332
1677
$17.3K ﹤0.01%
1,805
+22
1678
$17.2K ﹤0.01%
74
+19
1679
$17.1K ﹤0.01%
320
+182
1680
$17.1K ﹤0.01%
140
+91
1681
$17K ﹤0.01%
300
1682
$17K ﹤0.01%
577
+154
1683
$16.7K ﹤0.01%
10,500
+386
1684
$16.6K ﹤0.01%
659
+313
1685
$16.6K ﹤0.01%
82
+38
1686
$16.5K ﹤0.01%
330
+64
1687
$16.5K ﹤0.01%
950
-950
1688
$16.5K ﹤0.01%
596
+155
1689
$16.3K ﹤0.01%
1,053
+6
1690
$16.2K ﹤0.01%
195
1691
$16.2K ﹤0.01%
450
1692
$16.1K ﹤0.01%
325
+168
1693
$16.1K ﹤0.01%
339
+6
1694
$16.1K ﹤0.01%
+176
1695
$16K ﹤0.01%
+724
1696
$16K ﹤0.01%
346
+194
1697
$16K ﹤0.01%
1,435
1698
$15.9K ﹤0.01%
2,102
-469
1699
$15.9K ﹤0.01%
286
+229
1700
$15.8K ﹤0.01%
257
-1,173
66 67
68
69 70