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
1851
$9.38K ﹤0.01%
232
-66
1852
$9.27K ﹤0.01%
5
-3
1853
$9.27K ﹤0.01%
100
+8
1854
$9.25K ﹤0.01%
184
-162
1855
$9.22K ﹤0.01%
677
1856
$9.2K ﹤0.01%
100
-470
1857
$9.15K ﹤0.01%
189
1858
$8.99K ﹤0.01%
210
-1
1859
$8.97K ﹤0.01%
+241
1860
$8.95K ﹤0.01%
493
1861
$8.92K ﹤0.01%
264
1862
$8.92K ﹤0.01%
1,254
+355
1863
$8.9K ﹤0.01%
56
-11
1864
$8.84K ﹤0.01%
6,500
-67,344
1865
$8.84K ﹤0.01%
3,079
+2,720
1866
$8.83K ﹤0.01%
100
1867
$8.83K ﹤0.01%
244
-47
1868
$8.82K ﹤0.01%
482
+272
1869
$8.76K ﹤0.01%
359
1870
$8.76K ﹤0.01%
1,110
1871
$8.74K ﹤0.01%
+201
1872
$8.74K ﹤0.01%
150
-350
1873
$8.73K ﹤0.01%
2,949
-755
1874
$8.72K ﹤0.01%
111
1875
$8.72K ﹤0.01%
564
+18
73 74
75
76 77