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
176
$3.23M 0.1%
90,914
+62,960
177
$3.22M 0.1%
35,066
+2,675
178
$3.21M 0.1%
11,133
-2,051
179
$3.19M 0.1%
4
180
$3.18M 0.1%
7,583
-6,353
181
$3.17M 0.1%
12,756
+263
182
$3.16M 0.1%
829
+729
183
$3.16M 0.1%
63,634
-4,211
184
$3.16M 0.1%
31,989
-580
185
$3.16M 0.1%
50,831
-1,865
186
$3.15M 0.1%
101,543
+83,011
187
$3.14M 0.1%
197,122
+195,814
188
$3.14M 0.1%
5,106
-227
189
$3.13M 0.1%
23,620
+631
190
$3.1M 0.1%
103,134
-3,631
191
$3.09M 0.1%
86,592
+5,005
192
$3.08M 0.1%
11,342
+718
193
$3.08M 0.1%
73,819
+3,371
194
$3.07M 0.1%
14,812
-114
195
$3.05M 0.1%
19,937
-918
196
$3.04M 0.1%
126,211
+13,618
197
$3.03M 0.1%
106,798
-571
198
$2.98M 0.1%
78,268
-1,107
199
$2.97M 0.1%
29,550
+810
200
$2.97M 0.1%
60,962
-2,369
6 7
8
9 10