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
1901
$8.11K ﹤0.01%
134
-12
1902
$8.08K ﹤0.01%
14
-18
1903
$8.08K ﹤0.01%
187
-102
1904
$8.07K ﹤0.01%
617
1905
$8.05K ﹤0.01%
562
+527
1906
$8.04K ﹤0.01%
205
-22
1907
$8.02K ﹤0.01%
225
1908
$8.01K ﹤0.01%
294
-1,223
1909
$8K ﹤0.01%
+403
1910
$7.94K ﹤0.01%
153
1911
$7.93K ﹤0.01%
910
1912
$7.88K ﹤0.01%
500
1913
$7.88K ﹤0.01%
+400
1914
$7.87K ﹤0.01%
250
+198
1915
$7.84K ﹤0.01%
73
+42
1916
$7.82K ﹤0.01%
200
1917
$7.78K ﹤0.01%
1,100
-11,102
1918
$7.76K ﹤0.01%
1,000
1919
$7.74K ﹤0.01%
206
-489
1920
$7.74K ﹤0.01%
68
+1
1921
$7.72K ﹤0.01%
+800
1922
$7.68K ﹤0.01%
+511
1923
$7.67K ﹤0.01%
42
1924
$7.62K ﹤0.01%
100
1925
$7.61K ﹤0.01%
23
-1
75 76
77
78 79