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
2126
$3.43K ﹤0.01%
368
+304
2127
$3.43K ﹤0.01%
100
2128
$3.4K ﹤0.01%
+1,500
2129
$3.4K ﹤0.01%
63
+45
2130
$3.38K ﹤0.01%
107
-3,163
2131
$3.32K ﹤0.01%
133
-66
2132
$3.32K ﹤0.01%
68
-19
2133
$3.29K ﹤0.01%
+11
2134
$3.29K ﹤0.01%
+50
2135
$3.28K ﹤0.01%
55
-69
2136
$3.25K ﹤0.01%
324
-121
2137
$3.25K ﹤0.01%
142
-108
2138
$3.25K ﹤0.01%
203
2139
$3.25K ﹤0.01%
+28
2140
$3.24K ﹤0.01%
+110
2141
$3.24K ﹤0.01%
134
2142
$3.24K ﹤0.01%
100
2143
$3.22K ﹤0.01%
+57
2144
$3.22K ﹤0.01%
+300
2145
$3.21K ﹤0.01%
50
2146
$3.21K ﹤0.01%
+216
2147
$3.2K ﹤0.01%
+89
2148
$3.2K ﹤0.01%
39
2149
$3.18K ﹤0.01%
32
-43
2150
$3.15K ﹤0.01%
176
+7
84 85
86
87 88