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
1826
$10.2K ﹤0.01%
99
1827
$10.2K ﹤0.01%
90
-8,702
1828
$10.1K ﹤0.01%
+49
1829
$10.1K ﹤0.01%
525
1830
$10.1K ﹤0.01%
+68
1831
$10K ﹤0.01%
250
1832
$10K ﹤0.01%
152
+108
1833
$10K ﹤0.01%
364
-14,568
1834
$10K ﹤0.01%
1,000
-1,000
1835
$9.93K ﹤0.01%
+140
1836
$9.85K ﹤0.01%
408
1837
$9.82K ﹤0.01%
74
-46
1838
$9.82K ﹤0.01%
106
+1
1839
$9.81K ﹤0.01%
358
1840
$9.78K ﹤0.01%
63
+5
1841
$9.78K ﹤0.01%
275
1842
$9.7K ﹤0.01%
978
-410
1843
$9.66K ﹤0.01%
200
1844
$9.65K ﹤0.01%
+500
1845
$9.64K ﹤0.01%
2,046
1846
$9.63K ﹤0.01%
122
1847
$9.59K ﹤0.01%
311
+200
1848
$9.52K ﹤0.01%
+6,142
1849
$9.51K ﹤0.01%
600
1850
$9.42K ﹤0.01%
747
+434
72 73
74
75 76