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
1801
$11.3K ﹤0.01%
37
+34
1802
$11.2K ﹤0.01%
480
+140
1803
$11.2K ﹤0.01%
632
+281
1804
$11.2K ﹤0.01%
340
-192
1805
$11.2K ﹤0.01%
122
+43
1806
$11.1K ﹤0.01%
434
+220
1807
$11K ﹤0.01%
110
+1
1808
$11K ﹤0.01%
+454
1809
$11K ﹤0.01%
4,219
-5,349
1810
$10.9K ﹤0.01%
26
-3
1811
$10.9K ﹤0.01%
+534
1812
$10.8K ﹤0.01%
400
+200
1813
$10.8K ﹤0.01%
929
1814
$10.8K ﹤0.01%
398
-180
1815
$10.7K ﹤0.01%
119
1816
$10.7K ﹤0.01%
92
+31
1817
$10.7K ﹤0.01%
+101
1818
$10.7K ﹤0.01%
129
-61
1819
$10.7K ﹤0.01%
18
1820
$10.5K ﹤0.01%
482
1821
$10.5K ﹤0.01%
+302
1822
$10.5K ﹤0.01%
663
+445
1823
$10.4K ﹤0.01%
837
+19
1824
$10.3K ﹤0.01%
150
1825
$10.2K ﹤0.01%
500
71 72
73
74 75