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
1701
$15.8K ﹤0.01%
600
-5
1702
$15.8K ﹤0.01%
1,441
1703
$15.8K ﹤0.01%
212
+58
1704
$15.8K ﹤0.01%
75
+54
1705
$15.6K ﹤0.01%
+1,000
1706
$15.6K ﹤0.01%
775
1707
$15.6K ﹤0.01%
218
+130
1708
$15.5K ﹤0.01%
500
1709
$15.5K ﹤0.01%
265
1710
$15.4K ﹤0.01%
+399
1711
$15.4K ﹤0.01%
3,022
-1,934
1712
$15.4K ﹤0.01%
1,032
+15
1713
$15.4K ﹤0.01%
1,281
+31
1714
$15.3K ﹤0.01%
202
+93
1715
$15.3K ﹤0.01%
13
+10
1716
$15.1K ﹤0.01%
1,868
+370
1717
$15.1K ﹤0.01%
398
+290
1718
$15.1K ﹤0.01%
185
-20
1719
$15K ﹤0.01%
292
+7
1720
$14.9K ﹤0.01%
963
-7,747
1721
$14.9K ﹤0.01%
388
1722
$14.8K ﹤0.01%
400
-126
1723
$14.8K ﹤0.01%
334
+200
1724
$14.8K ﹤0.01%
183
+65
1725
$14.7K ﹤0.01%
+424
67 68
69
70 71