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
1926
$7.6K ﹤0.01%
222
-79
1927
$7.59K ﹤0.01%
200
-16
1928
$7.58K ﹤0.01%
1,000
1929
$7.58K ﹤0.01%
79
1930
$7.55K ﹤0.01%
210
+1
1931
$7.5K ﹤0.01%
171
1932
$7.49K ﹤0.01%
+258
1933
$7.48K ﹤0.01%
+298
1934
$7.48K ﹤0.01%
207
+7
1935
$7.47K ﹤0.01%
299
1936
$7.45K ﹤0.01%
64
-49
1937
$7.43K ﹤0.01%
170
1938
$7.4K ﹤0.01%
750
1939
$7.4K ﹤0.01%
100
1940
$7.37K ﹤0.01%
300
1941
$7.33K ﹤0.01%
44
1942
$7.32K ﹤0.01%
119
1943
$7.3K ﹤0.01%
610
1944
$7.29K ﹤0.01%
500
1945
$7.29K ﹤0.01%
268
-132
1946
$7.29K ﹤0.01%
1,355
-1,393
1947
$7.26K ﹤0.01%
188
+13
1948
$7.2K ﹤0.01%
989
-1,254
1949
$7.18K ﹤0.01%
534
-677
1950
$7.18K ﹤0.01%
63
76 77
78
79 80