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
1951
$7.15K ﹤0.01%
415
+220
1952
$7.14K ﹤0.01%
438
1953
$7.1K ﹤0.01%
125
-1,361
1954
$7.1K ﹤0.01%
85
-350
1955
$7.1K ﹤0.01%
300
1956
$7.07K ﹤0.01%
329
-16
1957
$7.07K ﹤0.01%
31
1958
$7.05K ﹤0.01%
140
+1
1959
$7.05K ﹤0.01%
119
-198
1960
$7.04K ﹤0.01%
72
-33
1961
$7K ﹤0.01%
105
1962
$7K ﹤0.01%
+24
1963
$6.98K ﹤0.01%
57
-2
1964
$6.98K ﹤0.01%
106
1965
$6.94K ﹤0.01%
350
1966
$6.92K ﹤0.01%
104
1967
$6.88K ﹤0.01%
43
-7
1968
$6.84K ﹤0.01%
517
1969
$6.83K ﹤0.01%
556
-13
1970
$6.83K ﹤0.01%
+500
1971
$6.82K ﹤0.01%
229
-15
1972
$6.82K ﹤0.01%
102
+2
1973
$6.74K ﹤0.01%
230
1974
$6.74K ﹤0.01%
+400
1975
$6.73K ﹤0.01%
88
77 78
79
80 81