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
1826
$10.4K ﹤0.01%
200
1827
$10.4K ﹤0.01%
400
1828
$10.4K ﹤0.01%
147
-119
1829
$10.4K ﹤0.01%
630
1830
$10.3K ﹤0.01%
352
1831
$10.3K ﹤0.01%
125
-67
1832
$10.2K ﹤0.01%
500
1833
$10.2K ﹤0.01%
+279
1834
$10.2K ﹤0.01%
471
+308
1835
$10.2K ﹤0.01%
250
1836
$10.2K ﹤0.01%
626
1837
$10.2K ﹤0.01%
307
-673
1838
$10.2K ﹤0.01%
+141
1839
$10.1K ﹤0.01%
+125
1840
$10.1K ﹤0.01%
119
-5,991
1841
$10.1K ﹤0.01%
200
1842
$10K ﹤0.01%
+128
1843
$9.98K ﹤0.01%
+400
1844
$9.97K ﹤0.01%
278
+261
1845
$9.93K ﹤0.01%
500
1846
$9.89K ﹤0.01%
+412
1847
$9.89K ﹤0.01%
930
+300
1848
$9.88K ﹤0.01%
292
+92
1849
$9.85K ﹤0.01%
505
+335
1850
$9.76K ﹤0.01%
260
+117
72 73
74
75 76