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
1951
$7.17K ﹤0.01%
75
+40
1952
$7.16K ﹤0.01%
+355
1953
$7.16K ﹤0.01%
36
1954
$7.11K ﹤0.01%
189
1955
$7.08K ﹤0.01%
215
1956
$7.05K ﹤0.01%
242
+1
1957
$7.03K ﹤0.01%
142
-25
1958
$6.97K ﹤0.01%
500
1959
$6.95K ﹤0.01%
400
1960
$6.93K ﹤0.01%
500
1961
$6.91K ﹤0.01%
165
+16
1962
$6.88K ﹤0.01%
142
+39
1963
$6.79K ﹤0.01%
100
1964
$6.74K ﹤0.01%
+200
1965
$6.7K ﹤0.01%
420
+1
1966
$6.68K ﹤0.01%
158
-67
1967
$6.66K ﹤0.01%
141
-300
1968
$6.66K ﹤0.01%
65
-36
1969
$6.64K ﹤0.01%
675
1970
$6.6K ﹤0.01%
140
+100
1971
$6.58K ﹤0.01%
+381
1972
$6.54K ﹤0.01%
517
1973
$6.49K ﹤0.01%
+450
1974
$6.48K ﹤0.01%
500
1975
$6.47K ﹤0.01%
+566
77 78
79
80 81