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
1751
$13.1K ﹤0.01%
218,467
-6,533
1752
$13K ﹤0.01%
3,420
-18,079
1753
$13K ﹤0.01%
539
-681
1754
$13K ﹤0.01%
304
-6
1755
$13K ﹤0.01%
478
1756
$13K ﹤0.01%
163
1757
$13K ﹤0.01%
307
+114
1758
$12.9K ﹤0.01%
3,300
-3,742
1759
$12.9K ﹤0.01%
1,535
1760
$12.8K ﹤0.01%
174
+118
1761
$12.8K ﹤0.01%
463
-37
1762
$12.8K ﹤0.01%
200
1763
$12.8K ﹤0.01%
250
+170
1764
$12.7K ﹤0.01%
200
1765
$12.7K ﹤0.01%
293
1766
$12.7K ﹤0.01%
300
-1,603
1767
$12.7K ﹤0.01%
239
+123
1768
$12.6K ﹤0.01%
1,302
1769
$12.5K ﹤0.01%
82
-11
1770
$12.4K ﹤0.01%
77
-12
1771
$12.3K ﹤0.01%
1,988
-2,508
1772
$12.3K ﹤0.01%
572
-135
1773
$12.2K ﹤0.01%
251
1774
$12.2K ﹤0.01%
37
+6
1775
$12.1K ﹤0.01%
39
69 70
71
72 73