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
1776
$12.1K ﹤0.01%
169
+75
1777
$12.1K ﹤0.01%
5,190
1778
$12K ﹤0.01%
127
1779
$12K ﹤0.01%
1,293
-1,562
1780
$12K ﹤0.01%
61
-142
1781
$12K ﹤0.01%
334
+146
1782
$12K ﹤0.01%
306
-306
1783
$11.9K ﹤0.01%
176
+18
1784
$11.9K ﹤0.01%
808
+165
1785
$11.9K ﹤0.01%
200
1786
$11.8K ﹤0.01%
149
-82
1787
$11.8K ﹤0.01%
70
+2
1788
$11.8K ﹤0.01%
901
-9
1789
$11.7K ﹤0.01%
58
-21
1790
$11.6K ﹤0.01%
102
-82
1791
$11.6K ﹤0.01%
296
-107
1792
$11.6K ﹤0.01%
2,000
1793
$11.6K ﹤0.01%
1,441
1794
$11.6K ﹤0.01%
902
1795
$11.5K ﹤0.01%
236
1796
$11.5K ﹤0.01%
1,327
1797
$11.5K ﹤0.01%
124
-27
1798
$11.5K ﹤0.01%
157
+100
1799
$11.3K ﹤0.01%
404
-264
1800
$11.3K ﹤0.01%
148
-190
70 71
72
73 74