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
2051
$5.1K ﹤0.01%
40
2052
$5.09K ﹤0.01%
258
-150
2053
$5.07K ﹤0.01%
+60
2054
$5.05K ﹤0.01%
245
2055
$5.05K ﹤0.01%
372
2056
$5.04K ﹤0.01%
500
-500
2057
$5.03K ﹤0.01%
400
2058
$5.03K ﹤0.01%
518
+89
2059
$5.02K ﹤0.01%
+954
2060
$5.02K ﹤0.01%
109
+98
2061
$4.99K ﹤0.01%
154
+99
2062
$4.96K ﹤0.01%
39
-21
2063
$4.95K ﹤0.01%
227
2064
$4.93K ﹤0.01%
600
2065
$4.92K ﹤0.01%
164
+1
2066
$4.91K ﹤0.01%
34
-159
2067
$4.87K ﹤0.01%
83
-26
2068
$4.79K ﹤0.01%
54
2069
$4.79K ﹤0.01%
+82
2070
$4.72K ﹤0.01%
4,500
2071
$4.71K ﹤0.01%
80
+36
2072
$4.71K ﹤0.01%
250
-657
2073
$4.7K ﹤0.01%
+39
2074
$4.7K ﹤0.01%
100
2075
$4.67K ﹤0.01%
198
81 82
83
84 85