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
1876
$9.26K ﹤0.01%
+103
1877
$9.24K ﹤0.01%
172
1878
$9.17K ﹤0.01%
+100
1879
$9.16K ﹤0.01%
+218
1880
$9.13K ﹤0.01%
+225
1881
$9.11K ﹤0.01%
+44
1882
$9.09K ﹤0.01%
156
-5
1883
$9K ﹤0.01%
+10,110
1884
$9K ﹤0.01%
650
1885
$8.96K ﹤0.01%
+225
1886
$8.95K ﹤0.01%
+209
1887
$8.95K ﹤0.01%
+41
1888
$8.92K ﹤0.01%
154
+135
1889
$8.9K ﹤0.01%
+288
1890
$8.88K ﹤0.01%
153
+53
1891
$8.87K ﹤0.01%
702
+15
1892
$8.86K ﹤0.01%
204
1893
$8.84K ﹤0.01%
505
+329
1894
$8.77K ﹤0.01%
63
-6
1895
$8.76K ﹤0.01%
501
1896
$8.74K ﹤0.01%
313
1897
$8.73K ﹤0.01%
152
-2
1898
$8.71K ﹤0.01%
150
1899
$8.67K ﹤0.01%
154
1900
$8.57K ﹤0.01%
44
+41
74 75
76
77 78