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
2051
$4.57K ﹤0.01%
502
2052
$4.57K ﹤0.01%
+15
2053
$4.54K ﹤0.01%
+1,000
2054
$4.53K ﹤0.01%
519
2055
$4.52K ﹤0.01%
150
2056
$4.48K ﹤0.01%
212
2057
$4.48K ﹤0.01%
+435
2058
$4.47K ﹤0.01%
279
2059
$4.38K ﹤0.01%
114
+35
2060
$4.37K ﹤0.01%
+100
2061
$4.36K ﹤0.01%
1,100
+300
2062
$4.34K ﹤0.01%
372
2063
$4.34K ﹤0.01%
+600
2064
$4.33K ﹤0.01%
1,680
+300
2065
$4.31K ﹤0.01%
330
2066
$4.3K ﹤0.01%
2
2067
$4.3K ﹤0.01%
100
-213
2068
$4.27K ﹤0.01%
101
2069
$4.23K ﹤0.01%
79
2070
$4.22K ﹤0.01%
161
+45
2071
$4.22K ﹤0.01%
327
+208
2072
$4.21K ﹤0.01%
25
2073
$4.21K ﹤0.01%
526
+226
2074
$4.15K ﹤0.01%
+96
2075
$4.14K ﹤0.01%
157
+2
81 82
83
84 85