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
1776
$12.3K ﹤0.01%
+46
1777
$12.3K ﹤0.01%
222
+60
1778
$12.2K ﹤0.01%
110
+76
1779
$12.2K ﹤0.01%
+140
1780
$12.1K ﹤0.01%
838
+507
1781
$12K ﹤0.01%
+455
1782
$11.9K ﹤0.01%
36
-2
1783
$11.9K ﹤0.01%
+500
1784
$11.8K ﹤0.01%
+300
1785
$11.8K ﹤0.01%
259
+15
1786
$11.8K ﹤0.01%
46
1787
$11.8K ﹤0.01%
554
-616
1788
$11.8K ﹤0.01%
+197
1789
$11.7K ﹤0.01%
1,000
1790
$11.7K ﹤0.01%
1,050
-400
1791
$11.6K ﹤0.01%
+600
1792
$11.6K ﹤0.01%
103
-1
1793
$11.4K ﹤0.01%
155
-92
1794
$11.4K ﹤0.01%
970
+40
1795
$11.4K ﹤0.01%
163
1796
$11.3K ﹤0.01%
170
+54
1797
$11.3K ﹤0.01%
2,800
1798
$11.3K ﹤0.01%
100
-4
1799
$11.2K ﹤0.01%
175
1800
$11.2K ﹤0.01%
4,423
+4,009
70 71
72
73 74