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
176
$2.86M 0.11%
40,930
+198
177
$2.84M 0.11%
82,230
+31,450
178
$2.83M 0.11%
11,477
+10,768
179
$2.8M 0.11%
93,478
+86,956
180
$2.79M 0.11%
12,475
+722
181
$2.78M 0.11%
22,628
+2,988
182
$2.76M 0.11%
88,468
+43,622
183
$2.76M 0.11%
12,611
+12,407
184
$2.76M 0.11%
124,830
+29,659
185
$2.76M 0.11%
30,428
-7,248
186
$2.75M 0.11%
73,599
+71,728
187
$2.74M 0.11%
21,386
+21,358
188
$2.73M 0.11%
13,731
+13,564
189
$2.68M 0.1%
36,158
+35,995
190
$2.67M 0.1%
+28,578
191
$2.67M 0.1%
99,652
+99,307
192
$2.66M 0.1%
49,802
+11,576
193
$2.66M 0.1%
30,274
+3,218
194
$2.64M 0.1%
+22,541
195
$2.64M 0.1%
10,507
+10,492
196
$2.62M 0.1%
48,824
+48,506
197
$2.6M 0.1%
40,856
+40,200
198
$2.59M 0.1%
11,311
+2,442
199
$2.57M 0.1%
20,801
+4,576
200
$2.56M 0.1%
26,364
+26,236
6 7
8
9 10