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
1751
$13.6K ﹤0.01%
237
-127
1752
$13.6K ﹤0.01%
1,131
1753
$13.5K ﹤0.01%
269
+2
1754
$13.5K ﹤0.01%
485
-253
1755
$13.5K ﹤0.01%
180
-18
1756
$13.5K ﹤0.01%
1,028
1757
$13.4K ﹤0.01%
8,515
+4,310
1758
$13.4K ﹤0.01%
339
1759
$13.3K ﹤0.01%
500
1760
$13.3K ﹤0.01%
1,135
1761
$13.3K ﹤0.01%
+500
1762
$13.3K ﹤0.01%
234
+104
1763
$13.1K ﹤0.01%
+283
1764
$13K ﹤0.01%
+500
1765
$13K ﹤0.01%
+77
1766
$12.8K ﹤0.01%
104
+98
1767
$12.7K ﹤0.01%
4,782
+1,423
1768
$12.5K ﹤0.01%
2,000
1769
$12.5K ﹤0.01%
153
+123
1770
$12.5K ﹤0.01%
500
1771
$12.5K ﹤0.01%
96
+10
1772
$12.4K ﹤0.01%
+1,199
1773
$12.4K ﹤0.01%
774
+722
1774
$12.4K ﹤0.01%
200
1775
$12.4K ﹤0.01%
+356
69 70
71
72 73