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
2076
$4.14K ﹤0.01%
1,000
2077
$4.13K ﹤0.01%
79
2078
$4.13K ﹤0.01%
456
2079
$4.12K ﹤0.01%
70
+56
2080
$4.11K ﹤0.01%
+101
2081
$4.07K ﹤0.01%
500
2082
$4.06K ﹤0.01%
52
+8
2083
$4.05K ﹤0.01%
+111
2084
$4.03K ﹤0.01%
31
2085
$4.03K ﹤0.01%
62
-24
2086
$4.02K ﹤0.01%
100
-53
2087
$3.98K ﹤0.01%
1,451
+1
2088
$3.92K ﹤0.01%
200
2089
$3.91K ﹤0.01%
+72
2090
$3.9K ﹤0.01%
250
+204
2091
$3.89K ﹤0.01%
106
+70
2092
$3.87K ﹤0.01%
96
-177
2093
$3.87K ﹤0.01%
92
+65
2094
$3.85K ﹤0.01%
182
+1
2095
$3.83K ﹤0.01%
55
2096
$3.83K ﹤0.01%
79
+21
2097
$3.8K ﹤0.01%
330
2098
$3.77K ﹤0.01%
+28
2099
$3.77K ﹤0.01%
216
-237
2100
$3.75K ﹤0.01%
125
82 83
84
85 86