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
1976
$6.47K ﹤0.01%
574
+10
1977
$6.44K ﹤0.01%
104
-5
1978
$6.42K ﹤0.01%
2,500
-3,750
1979
$6.34K ﹤0.01%
104
1980
$6.33K ﹤0.01%
116
1981
$6.23K ﹤0.01%
63
1982
$6.22K ﹤0.01%
+125
1983
$6.21K ﹤0.01%
209
-25
1984
$6.14K ﹤0.01%
344
1985
$6.08K ﹤0.01%
80
-155
1986
$6.08K ﹤0.01%
+983
1987
$6.07K ﹤0.01%
78
-185
1988
$6.05K ﹤0.01%
106
1989
$5.98K ﹤0.01%
48
-37
1990
$5.96K ﹤0.01%
+259
1991
$5.94K ﹤0.01%
+178
1992
$5.89K ﹤0.01%
54
+34
1993
$5.88K ﹤0.01%
1,150
1994
$5.84K ﹤0.01%
60
1995
$5.81K ﹤0.01%
+30
1996
$5.79K ﹤0.01%
580
+380
1997
$5.74K ﹤0.01%
1,000
1998
$5.73K ﹤0.01%
+330
1999
$5.72K ﹤0.01%
+795
2000
$5.71K ﹤0.01%
160
+1
78 79
80
81 82