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
2101
$3.75K ﹤0.01%
+85
2102
$3.73K ﹤0.01%
100
2103
$3.71K ﹤0.01%
1,200
2104
$3.7K ﹤0.01%
139
2105
$3.68K ﹤0.01%
120
-124
2106
$3.67K ﹤0.01%
+70
2107
$3.64K ﹤0.01%
+200
2108
$3.62K ﹤0.01%
39
-16
2109
$3.62K ﹤0.01%
100
2110
$3.61K ﹤0.01%
220
-18
2111
$3.58K ﹤0.01%
75
2112
$3.58K ﹤0.01%
45
2113
$3.57K ﹤0.01%
127
+65
2114
$3.55K ﹤0.01%
+226
2115
$3.54K ﹤0.01%
998
+775
2116
$3.53K ﹤0.01%
326
+125
2117
$3.52K ﹤0.01%
77
-1,364
2118
$3.51K ﹤0.01%
+200
2119
$3.51K ﹤0.01%
105
+58
2120
$3.5K ﹤0.01%
+300
2121
$3.49K ﹤0.01%
+163
2122
$3.47K ﹤0.01%
+300
2123
$3.46K ﹤0.01%
+281
2124
$3.45K ﹤0.01%
732
+419
2125
$3.45K ﹤0.01%
304
+90
83 84
85
86 87