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
2151
$3.15K ﹤0.01%
+206
2152
$3.14K ﹤0.01%
+57
2153
$3.14K ﹤0.01%
164
-76
2154
$3.09K ﹤0.01%
+329
2155
$3.07K ﹤0.01%
+40
2156
$3.06K ﹤0.01%
2
2157
$3.06K ﹤0.01%
927
2158
$3.05K ﹤0.01%
+342
2159
$3.04K ﹤0.01%
800
2160
$3.02K ﹤0.01%
+65
2161
$3.01K ﹤0.01%
+600
2162
$3.01K ﹤0.01%
1,000
2163
$3K ﹤0.01%
50
2164
$2.99K ﹤0.01%
174
-205
2165
$2.98K ﹤0.01%
75
2166
$2.97K ﹤0.01%
31
+16
2167
$2.95K ﹤0.01%
150
2168
$2.93K ﹤0.01%
+308
2169
$2.91K ﹤0.01%
+450
2170
$2.91K ﹤0.01%
283
2171
$2.91K ﹤0.01%
48
2172
$2.88K ﹤0.01%
175
+42
2173
$2.88K ﹤0.01%
+24
2174
$2.88K ﹤0.01%
1,000
2175
$2.85K ﹤0.01%
500
85 86
87
88 89