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
2026
$5.09K ﹤0.01%
155
+1
2027
$5.08K ﹤0.01%
+200
2028
$5.08K ﹤0.01%
513
2029
$5.07K ﹤0.01%
327
2030
$5.01K ﹤0.01%
140
2031
$5K ﹤0.01%
+65
2032
$4.97K ﹤0.01%
810
+300
2033
$4.94K ﹤0.01%
178
+116
2034
$4.91K ﹤0.01%
157
+2
2035
$4.91K ﹤0.01%
1,000
2036
$4.88K ﹤0.01%
109
2037
$4.83K ﹤0.01%
236
2038
$4.82K ﹤0.01%
2,077
2039
$4.82K ﹤0.01%
+175
2040
$4.78K ﹤0.01%
46
+26
2041
$4.74K ﹤0.01%
+125
2042
$4.71K ﹤0.01%
496
-2
2043
$4.71K ﹤0.01%
283
-315
2044
$4.67K ﹤0.01%
188
-222
2045
$4.65K ﹤0.01%
100
2046
$4.62K ﹤0.01%
+57
2047
$4.61K ﹤0.01%
+400
2048
$4.6K ﹤0.01%
+200
2049
$4.6K ﹤0.01%
+55
2050
$4.59K ﹤0.01%
+250
80 81
82
83 84