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
1851
$9.73K ﹤0.01%
+10
1852
$9.72K ﹤0.01%
142
1853
$9.72K ﹤0.01%
1,133
-663
1854
$9.7K ﹤0.01%
122
+1
1855
$9.69K ﹤0.01%
+335
1856
$9.68K ﹤0.01%
155
-145
1857
$9.68K ﹤0.01%
125
1858
$9.66K ﹤0.01%
126
1859
$9.65K ﹤0.01%
385
+57
1860
$9.61K ﹤0.01%
55
1861
$9.56K ﹤0.01%
+190
1862
$9.55K ﹤0.01%
100
1863
$9.55K ﹤0.01%
37
+12
1864
$9.45K ﹤0.01%
108
1865
$9.44K ﹤0.01%
514
+345
1866
$9.44K ﹤0.01%
535
-100
1867
$9.43K ﹤0.01%
195
+95
1868
$9.43K ﹤0.01%
250
+1
1869
$9.41K ﹤0.01%
1,277
-336
1870
$9.39K ﹤0.01%
113
1871
$9.36K ﹤0.01%
1,170
+670
1872
$9.31K ﹤0.01%
845
+379
1873
$9.29K ﹤0.01%
+500
1874
$9.29K ﹤0.01%
429
+395
1875
$9.27K ﹤0.01%
+290
73 74
75
76 77