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
151
$3.88M 0.12%
16,637
-1,523
152
$3.83M 0.12%
27,248
+7,647
153
$3.82M 0.12%
53,017
-1,941
154
$3.81M 0.12%
96,777
-5,484
155
$3.74M 0.12%
15,339
+10,778
156
$3.68M 0.12%
10,658
+745
157
$3.66M 0.12%
13,647
-686
158
$3.64M 0.12%
40,600
-2,904
159
$3.61M 0.12%
69,690
+12,037
160
$3.59M 0.11%
32,604
+21,533
161
$3.52M 0.11%
12,436
+7,116
162
$3.51M 0.11%
113,112
+88,299
163
$3.47M 0.11%
12,486
-140
164
$3.46M 0.11%
35,256
-835
165
$3.44M 0.11%
12,150
+394
166
$3.4M 0.11%
80,581
+59,165
167
$3.38M 0.11%
20,366
+892
168
$3.38M 0.11%
128,662
+16,672
169
$3.35M 0.11%
66,642
-57,754
170
$3.3M 0.11%
34,374
-865
171
$3.3M 0.11%
130,545
+2,054
172
$3.28M 0.11%
6,990
+4,078
173
$3.27M 0.1%
27,050
174
$3.24M 0.1%
38,062
-357
175
$3.24M 0.1%
49,230
+1,634
5 6
7
8 9