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
1801
$11.2K ﹤0.01%
4,083
1802
$11.2K ﹤0.01%
186
+66
1803
$11.2K ﹤0.01%
168
+43
1804
$11.1K ﹤0.01%
190
1805
$11.1K ﹤0.01%
913
1806
$11.1K ﹤0.01%
1,250
1807
$11.1K ﹤0.01%
250
+114
1808
$11K ﹤0.01%
142
-100
1809
$11K ﹤0.01%
+250
1810
$11K ﹤0.01%
628
+10
1811
$11K ﹤0.01%
173
1812
$11K ﹤0.01%
327
-362
1813
$10.9K ﹤0.01%
+500
1814
$10.9K ﹤0.01%
2,046
+1,835
1815
$10.8K ﹤0.01%
115
+101
1816
$10.8K ﹤0.01%
80
1817
$10.8K ﹤0.01%
1,100
-164
1818
$10.8K ﹤0.01%
500
-500
1819
$10.8K ﹤0.01%
288
+255
1820
$10.7K ﹤0.01%
141
-588
1821
$10.7K ﹤0.01%
+500
1822
$10.6K ﹤0.01%
+1,246
1823
$10.5K ﹤0.01%
88
-203
1824
$10.5K ﹤0.01%
109
1825
$10.4K ﹤0.01%
+200
71 72
73
74 75