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
1976
$6.73K ﹤0.01%
125
1977
$6.71K ﹤0.01%
200
1978
$6.71K ﹤0.01%
188
-233
1979
$6.68K ﹤0.01%
59
1980
$6.67K ﹤0.01%
500
1981
$6.61K ﹤0.01%
92
1982
$6.55K ﹤0.01%
121
1983
$6.5K ﹤0.01%
86
1984
$6.5K ﹤0.01%
116
1985
$6.49K ﹤0.01%
+55
1986
$6.48K ﹤0.01%
186
+4
1987
$6.47K ﹤0.01%
249
1988
$6.44K ﹤0.01%
+29
1989
$6.39K ﹤0.01%
308
1990
$6.39K ﹤0.01%
395
-900
1991
$6.36K ﹤0.01%
100
1992
$6.3K ﹤0.01%
800
1993
$6.27K ﹤0.01%
189
1994
$6.23K ﹤0.01%
+42
1995
$6.21K ﹤0.01%
161
1996
$6.21K ﹤0.01%
198
+4
1997
$6.18K ﹤0.01%
106
-5
1998
$6.16K ﹤0.01%
241
1999
$6.15K ﹤0.01%
444
+300
2000
$6.15K ﹤0.01%
212
+10
78 79
80
81 82