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
1676
$16.6K ﹤0.01%
128
-10
1677
$16.5K ﹤0.01%
506
1678
$16.5K ﹤0.01%
390
+6
1679
$16.5K ﹤0.01%
279
-1
1680
$16.3K ﹤0.01%
6,780
+500
1681
$16.2K ﹤0.01%
640
+40
1682
$16.2K ﹤0.01%
625
-200
1683
$16.1K ﹤0.01%
102
1684
$16.1K ﹤0.01%
428
1685
$16.1K ﹤0.01%
490
+5
1686
$15.9K ﹤0.01%
268
+61
1687
$15.9K ﹤0.01%
279
-15
1688
$15.8K ﹤0.01%
223
1689
$15.8K ﹤0.01%
530
-2,466
1690
$15.8K ﹤0.01%
463
+34
1691
$15.8K ﹤0.01%
500
1692
$15.7K ﹤0.01%
450
+157
1693
$15.7K ﹤0.01%
440
+2
1694
$15.6K ﹤0.01%
365
1695
$15.6K ﹤0.01%
3,000
1696
$15.5K ﹤0.01%
496
-162
1697
$15.5K ﹤0.01%
2,936
1698
$15.4K ﹤0.01%
3,510
+1,564
1699
$15.4K ﹤0.01%
8
-11
1700
$15.3K ﹤0.01%
+173
66 67
68
69 70