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
151
$3.28M 0.13%
15,780
+13,573
152
$3.28M 0.13%
84,431
+41,743
153
$3.27M 0.13%
110,959
-30,476
154
$3.17M 0.12%
126,358
+17,128
155
$3.17M 0.12%
34,130
+16,603
156
$3.15M 0.12%
7,347
+7,250
157
$3.14M 0.12%
63,684
+61,558
158
$3.13M 0.12%
19,695
+3,563
159
$3.11M 0.12%
62,194
+30,893
160
$3.09M 0.12%
44,788
+15,855
161
$3.04M 0.12%
17,036
+1,722
162
$3.03M 0.12%
20,290
+645
163
$3.03M 0.12%
20,424
+19,005
164
$3M 0.12%
25,849
+24,489
165
$3M 0.12%
7,228
+6,415
166
$3M 0.12%
28,662
+27,022
167
$2.99M 0.12%
7,733
+7,342
168
$2.96M 0.12%
29,105
+28,110
169
$2.95M 0.11%
27,742
+10,996
170
$2.93M 0.11%
99,735
+96,455
171
$2.92M 0.11%
24,270
+23,953
172
$2.92M 0.11%
108,318
+103,424
173
$2.91M 0.11%
19,831
+5,584
174
$2.87M 0.11%
36,696
+36,538
175
$2.87M 0.11%
47,102
+45,102
5 6
7
8 9