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
2076
$4.65K ﹤0.01%
1,000
2077
$4.64K ﹤0.01%
68
-6
2078
$4.63K ﹤0.01%
1,235
-1,560
2079
$4.62K ﹤0.01%
165
-400
2080
$4.62K ﹤0.01%
39
-75
2081
$4.58K ﹤0.01%
7
-4
2082
$4.58K ﹤0.01%
135
+58
2083
$4.58K ﹤0.01%
65
2084
$4.58K ﹤0.01%
277
2085
$4.57K ﹤0.01%
+150
2086
$4.56K ﹤0.01%
487
-29
2087
$4.55K ﹤0.01%
+154
2088
$4.54K ﹤0.01%
+100
2089
$4.51K ﹤0.01%
99
+29
2090
$4.51K ﹤0.01%
20
+13
2091
$4.5K ﹤0.01%
330
2092
$4.49K ﹤0.01%
135
2093
$4.45K ﹤0.01%
+853
2094
$4.44K ﹤0.01%
900
2095
$4.42K ﹤0.01%
167
2096
$4.38K ﹤0.01%
25
+17
2097
$4.38K ﹤0.01%
574
-50
2098
$4.32K ﹤0.01%
70
2099
$4.3K ﹤0.01%
137
+3
2100
$4.29K ﹤0.01%
519
82 83
84
85 86