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
1901
$8.56K ﹤0.01%
108
-4
1902
$8.54K ﹤0.01%
421
1903
$8.52K ﹤0.01%
250
1904
$8.49K ﹤0.01%
62
+26
1905
$8.46K ﹤0.01%
122
-302
1906
$8.43K ﹤0.01%
352
1907
$8.37K ﹤0.01%
996
-8
1908
$8.34K ﹤0.01%
327
+302
1909
$8.32K ﹤0.01%
+500
1910
$8.3K ﹤0.01%
186
-57
1911
$8.26K ﹤0.01%
189
1912
$8.23K ﹤0.01%
710
+500
1913
$8.18K ﹤0.01%
585
+324
1914
$8.14K ﹤0.01%
693
+4
1915
$8.03K ﹤0.01%
39
-2
1916
$7.99K ﹤0.01%
750
+30
1917
$7.97K ﹤0.01%
60
-2
1918
$7.92K ﹤0.01%
+900
1919
$7.92K ﹤0.01%
+200
1920
$7.9K ﹤0.01%
1,812
1921
$7.88K ﹤0.01%
153
-162
1922
$7.87K ﹤0.01%
550
+250
1923
$7.82K ﹤0.01%
302
+23
1924
$7.8K ﹤0.01%
+3,500
1925
$7.8K ﹤0.01%
+693
75 76
77
78 79