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
2026
$5.63K ﹤0.01%
+220
2027
$5.62K ﹤0.01%
147
-187
2028
$5.6K ﹤0.01%
547
+22
2029
$5.59K ﹤0.01%
+143
2030
$5.59K ﹤0.01%
+72
2031
$5.51K ﹤0.01%
1,000
2032
$5.48K ﹤0.01%
181
2033
$5.48K ﹤0.01%
218
2034
$5.46K ﹤0.01%
1,000
2035
$5.46K ﹤0.01%
+51
2036
$5.33K ﹤0.01%
100
-15
2037
$5.31K ﹤0.01%
840
2038
$5.29K ﹤0.01%
200
-12
2039
$5.28K ﹤0.01%
74
+64
2040
$5.25K ﹤0.01%
+276
2041
$5.24K ﹤0.01%
20
-67
2042
$5.24K ﹤0.01%
1,454
2043
$5.24K ﹤0.01%
181
-175
2044
$5.23K ﹤0.01%
267
-76
2045
$5.21K ﹤0.01%
47
-59
2046
$5.19K ﹤0.01%
+3,000
2047
$5.17K ﹤0.01%
79
-50
2048
$5.17K ﹤0.01%
1,374
+22
2049
$5.12K ﹤0.01%
167
2050
$5.11K ﹤0.01%
165
-75
80 81
82
83 84