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
1926
$7.7K ﹤0.01%
2,000
1927
$7.68K ﹤0.01%
+200
1928
$7.64K ﹤0.01%
617
1929
$7.64K ﹤0.01%
+150
1930
$7.64K ﹤0.01%
418
+28
1931
$7.64K ﹤0.01%
324
+158
1932
$7.63K ﹤0.01%
103
1933
$7.61K ﹤0.01%
+196
1934
$7.61K ﹤0.01%
+17
1935
$7.59K ﹤0.01%
+500
1936
$7.57K ﹤0.01%
500
1937
$7.56K ﹤0.01%
+200
1938
$7.55K ﹤0.01%
1,110
1939
$7.5K ﹤0.01%
210
+85
1940
$7.41K ﹤0.01%
481
+6
1941
$7.4K ﹤0.01%
205
1942
$7.38K ﹤0.01%
495
1943
$7.37K ﹤0.01%
+15,353
1944
$7.36K ﹤0.01%
+100
1945
$7.3K ﹤0.01%
229
-211
1946
$7.26K ﹤0.01%
+141
1947
$7.2K ﹤0.01%
372
-194
1948
$7.18K ﹤0.01%
+433
1949
$7.17K ﹤0.01%
404
+225
1950
$7.17K ﹤0.01%
90
+61
76 77
78
79 80