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
1876
$8.69K ﹤0.01%
535
1877
$8.65K ﹤0.01%
202
+2
1878
$8.62K ﹤0.01%
208
+1
1879
$8.61K ﹤0.01%
359
+240
1880
$8.6K ﹤0.01%
100
1881
$8.58K ﹤0.01%
+800
1882
$8.57K ﹤0.01%
260
-86
1883
$8.55K ﹤0.01%
+600
1884
$8.53K ﹤0.01%
35
-28
1885
$8.45K ﹤0.01%
441
-559
1886
$8.39K ﹤0.01%
382
+200
1887
$8.38K ﹤0.01%
88
+1
1888
$8.36K ﹤0.01%
352
1889
$8.32K ﹤0.01%
53
-18
1890
$8.31K ﹤0.01%
400
-2,835
1891
$8.3K ﹤0.01%
269
1892
$8.3K ﹤0.01%
696
-995
1893
$8.28K ﹤0.01%
900
+300
1894
$8.25K ﹤0.01%
97
-59
1895
$8.24K ﹤0.01%
+369
1896
$8.23K ﹤0.01%
165
-4
1897
$8.22K ﹤0.01%
45
+15
1898
$8.16K ﹤0.01%
186
1899
$8.14K ﹤0.01%
260
1900
$8.14K ﹤0.01%
313
-185
74 75
76
77 78