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
2001
$6.08K ﹤0.01%
81
-49
2002
$6.08K ﹤0.01%
40
2003
$6.05K ﹤0.01%
487
-66
2004
$6.05K ﹤0.01%
81
+59
2005
$6.03K ﹤0.01%
317
+17
2006
$6.02K ﹤0.01%
4,300
2007
$5.97K ﹤0.01%
121
+99
2008
$5.93K ﹤0.01%
2,600
2009
$5.93K ﹤0.01%
100
2010
$5.91K ﹤0.01%
224
2011
$5.9K ﹤0.01%
419
-67
2012
$5.87K ﹤0.01%
38
-1
2013
$5.83K ﹤0.01%
208
2014
$5.83K ﹤0.01%
188
+24
2015
$5.8K ﹤0.01%
108
2016
$5.79K ﹤0.01%
480
2017
$5.73K ﹤0.01%
250
2018
$5.71K ﹤0.01%
1,132
2019
$5.71K ﹤0.01%
450
2020
$5.7K ﹤0.01%
+47
2021
$5.7K ﹤0.01%
194
2022
$5.7K ﹤0.01%
57
2023
$5.67K ﹤0.01%
261
+1
2024
$5.66K ﹤0.01%
+35
2025
$5.64K ﹤0.01%
106
79 80
81
82 83