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
1701
$15.2K ﹤0.01%
690
-272
1702
$15.2K ﹤0.01%
324
1703
$15.2K ﹤0.01%
493
+355
1704
$15.2K ﹤0.01%
+500
1705
$15.1K ﹤0.01%
100
1706
$15K ﹤0.01%
+303
1707
$15K ﹤0.01%
192
-40
1708
$15K ﹤0.01%
244
-166
1709
$15K ﹤0.01%
485
1710
$15K ﹤0.01%
57
+2
1711
$14.9K ﹤0.01%
143
1712
$14.8K ﹤0.01%
169
+2
1713
$14.7K ﹤0.01%
1,253
+8
1714
$14.7K ﹤0.01%
986
-117
1715
$14.6K ﹤0.01%
+461
1716
$14.6K ﹤0.01%
188
-1
1717
$14.5K ﹤0.01%
59
+1
1718
$14.5K ﹤0.01%
122
-71
1719
$14.5K ﹤0.01%
172
-75
1720
$14.3K ﹤0.01%
467
1721
$14.3K ﹤0.01%
1,000
1722
$14.1K ﹤0.01%
638
+8
1723
$14.1K ﹤0.01%
824
+309
1724
$14.1K ﹤0.01%
267
1725
$14.1K ﹤0.01%
102
67 68
69
70 71