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
2176
$2.8K ﹤0.01%
91
-71,018
2177
$2.79K ﹤0.01%
108
2178
$2.79K ﹤0.01%
102
+39
2179
$2.78K ﹤0.01%
150
+62
2180
$2.78K ﹤0.01%
80
-33
2181
$2.78K ﹤0.01%
55
+5
2182
$2.77K ﹤0.01%
+127
2183
$2.76K ﹤0.01%
29
2184
$2.75K ﹤0.01%
38
2185
$2.75K ﹤0.01%
128
-480
2186
$2.72K ﹤0.01%
+33
2187
$2.72K ﹤0.01%
41
2188
$2.71K ﹤0.01%
+1,000
2189
$2.7K ﹤0.01%
42
2190
$2.69K ﹤0.01%
+100
2191
$2.68K ﹤0.01%
59
-94
2192
$2.68K ﹤0.01%
+300
2193
$2.67K ﹤0.01%
+113
2194
$2.67K ﹤0.01%
+622
2195
$2.67K ﹤0.01%
51
-12
2196
$2.66K ﹤0.01%
58
+40
2197
$2.64K ﹤0.01%
+102
2198
$2.64K ﹤0.01%
+110
2199
$2.63K ﹤0.01%
100
2200
$2.62K ﹤0.01%
106
-475
86 87
88
89 90