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
2151
$3.47K ﹤0.01%
16
+1
2152
$3.45K ﹤0.01%
55
2153
$3.43K ﹤0.01%
+99
2154
$3.42K ﹤0.01%
+205
2155
$3.42K ﹤0.01%
42
2156
$3.42K ﹤0.01%
182
+2
2157
$3.4K ﹤0.01%
133
-85
2158
$3.39K ﹤0.01%
56
-2,961
2159
$3.38K ﹤0.01%
+67
2160
$3.36K ﹤0.01%
571
+128
2161
$3.35K ﹤0.01%
34
-25
2162
$3.35K ﹤0.01%
79
-27
2163
$3.33K ﹤0.01%
34
2164
$3.32K ﹤0.01%
113
2165
$3.31K ﹤0.01%
+100
2166
$3.31K ﹤0.01%
202
+2
2167
$3.31K ﹤0.01%
57
-1,028
2168
$3.3K ﹤0.01%
40
2169
$3.28K ﹤0.01%
84
2170
$3.28K ﹤0.01%
27
-15
2171
$3.27K ﹤0.01%
9
-530
2172
$3.27K ﹤0.01%
510
-3,100
2173
$3.24K ﹤0.01%
90
+1
2174
$3.24K ﹤0.01%
42
2175
$3.23K ﹤0.01%
237
-58
85 86
87
88 89