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
2101
$4.25K ﹤0.01%
96
2102
$4.23K ﹤0.01%
+200
2103
$4.22K ﹤0.01%
+111
2104
$4.19K ﹤0.01%
+400
2105
$4.17K ﹤0.01%
118
2106
$4.17K ﹤0.01%
165
-5
2107
$4.16K ﹤0.01%
107
2108
$4.15K ﹤0.01%
+25
2109
$4.14K ﹤0.01%
330
2110
$4.14K ﹤0.01%
+458
2111
$4.13K ﹤0.01%
342
+7
2112
$4.08K ﹤0.01%
1,000
2113
$4.08K ﹤0.01%
341
-2,341
2114
$4.06K ﹤0.01%
100
-2,600
2115
$4.04K ﹤0.01%
435
2116
$4.02K ﹤0.01%
53
-21
2117
$4K ﹤0.01%
200
-800
2118
$3.97K ﹤0.01%
85
-3
2119
$3.96K ﹤0.01%
65
2120
$3.96K ﹤0.01%
77
2121
$3.94K ﹤0.01%
143
+1
2122
$3.93K ﹤0.01%
554
2123
$3.93K ﹤0.01%
212
2124
$3.92K ﹤0.01%
+273
2125
$3.87K ﹤0.01%
299
83 84
85
86 87