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
1726
$14.1K ﹤0.01%
1,723
1727
$14K ﹤0.01%
2,300
1728
$14K ﹤0.01%
500
1729
$13.9K ﹤0.01%
3,530
-3,677
1730
$13.9K ﹤0.01%
74
1731
$13.8K ﹤0.01%
250
1732
$13.8K ﹤0.01%
81
+50
1733
$13.7K ﹤0.01%
27
-8
1734
$13.7K ﹤0.01%
114
-2
1735
$13.7K ﹤0.01%
+250
1736
$13.7K ﹤0.01%
1,045
1737
$13.6K ﹤0.01%
352
+15
1738
$13.6K ﹤0.01%
+655
1739
$13.6K ﹤0.01%
47
-3
1740
$13.6K ﹤0.01%
262
+162
1741
$13.5K ﹤0.01%
1,000
1742
$13.5K ﹤0.01%
250
-235
1743
$13.4K ﹤0.01%
148
1744
$13.4K ﹤0.01%
600
1745
$13.4K ﹤0.01%
755
1746
$13.4K ﹤0.01%
500
1747
$13.3K ﹤0.01%
3,200
1748
$13.3K ﹤0.01%
1,117
-8
1749
$13.2K ﹤0.01%
1,417
+32
1750
$13.2K ﹤0.01%
867
+769
68 69
70
71 72