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
1726
$14.6K ﹤0.01%
324
+122
1727
$14.5K ﹤0.01%
+545
1728
$14.4K ﹤0.01%
270
+60
1729
$14.4K ﹤0.01%
302
+75
1730
$14.4K ﹤0.01%
166
-30
1731
$14.3K ﹤0.01%
440
1732
$14.2K ﹤0.01%
462
+51
1733
$14.2K ﹤0.01%
+400
1734
$14.1K ﹤0.01%
1,484
-472
1735
$14.1K ﹤0.01%
596
+287
1736
$14K ﹤0.01%
+200
1737
$14K ﹤0.01%
+4,000
1738
$14K ﹤0.01%
351
+4
1739
$13.9K ﹤0.01%
500
1740
$13.9K ﹤0.01%
+1,070
1741
$13.9K ﹤0.01%
365
-2,797
1742
$13.8K ﹤0.01%
175
1743
$13.8K ﹤0.01%
60
1744
$13.8K ﹤0.01%
110
+34
1745
$13.8K ﹤0.01%
59
-170
1746
$13.7K ﹤0.01%
2,350
+700
1747
$13.7K ﹤0.01%
410
+25
1748
$13.7K ﹤0.01%
191
1749
$13.6K ﹤0.01%
+4,000
1750
$13.6K ﹤0.01%
+274
68 69
70
71 72