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
2126
$3.84K ﹤0.01%
80
2127
$3.84K ﹤0.01%
77
2128
$3.83K ﹤0.01%
88
+62
2129
$3.83K ﹤0.01%
290
-375
2130
$3.82K ﹤0.01%
49
2131
$3.8K ﹤0.01%
500
-10,239
2132
$3.78K ﹤0.01%
132
2133
$3.78K ﹤0.01%
605
-505
2134
$3.77K ﹤0.01%
125
2135
$3.77K ﹤0.01%
430
2136
$3.77K ﹤0.01%
75
2137
$3.76K ﹤0.01%
174
2138
$3.76K ﹤0.01%
+500
2139
$3.72K ﹤0.01%
201
2140
$3.71K ﹤0.01%
457
+337
2141
$3.7K ﹤0.01%
199
2142
$3.68K ﹤0.01%
400
2143
$3.67K ﹤0.01%
186
-300
2144
$3.67K ﹤0.01%
+366
2145
$3.65K ﹤0.01%
51
-5
2146
$3.63K ﹤0.01%
120
2147
$3.63K ﹤0.01%
500
2148
$3.6K ﹤0.01%
62
+3
2149
$3.49K ﹤0.01%
500
2150
$3.48K ﹤0.01%
64
84 85
86
87 88