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
2001
$5.69K ﹤0.01%
+200
2002
$5.67K ﹤0.01%
181
-150
2003
$5.64K ﹤0.01%
6,791
+4,791
2004
$5.62K ﹤0.01%
211
-118
2005
$5.62K ﹤0.01%
100
2006
$5.61K ﹤0.01%
643
+130
2007
$5.58K ﹤0.01%
111
+50
2008
$5.58K ﹤0.01%
34
2009
$5.57K ﹤0.01%
462
+4
2010
$5.54K ﹤0.01%
649
+50
2011
$5.49K ﹤0.01%
109
-134
2012
$5.47K ﹤0.01%
145
+102
2013
$5.44K ﹤0.01%
2,865
2014
$5.36K ﹤0.01%
578
2015
$5.36K ﹤0.01%
170
2016
$5.35K ﹤0.01%
47
2017
$5.29K ﹤0.01%
+200
2018
$5.28K ﹤0.01%
+230
2019
$5.28K ﹤0.01%
1,000
2020
$5.25K ﹤0.01%
106
2021
$5.23K ﹤0.01%
+339
2022
$5.21K ﹤0.01%
16
-72
2023
$5.2K ﹤0.01%
102
2024
$5.13K ﹤0.01%
200
2025
$5.1K ﹤0.01%
33
-20
79 80
81
82 83