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
2176
$3.23K ﹤0.01%
29
+1
2177
$3.22K ﹤0.01%
+43
2178
$3.21K ﹤0.01%
32
-12
2179
$3.15K ﹤0.01%
100
2180
$3.14K ﹤0.01%
52
-230
2181
$3.12K ﹤0.01%
4,736
-17
2182
$3.08K ﹤0.01%
409
-1,497
2183
$3.07K ﹤0.01%
1,000
-13,086
2184
$3.06K ﹤0.01%
800
-60
2185
$3.04K ﹤0.01%
49
-235
2186
$3.03K ﹤0.01%
283
2187
$2.99K ﹤0.01%
+422
2188
$2.97K ﹤0.01%
85
2189
$2.93K ﹤0.01%
21
+3
2190
$2.93K ﹤0.01%
500
-2,200
2191
$2.93K ﹤0.01%
+135
2192
$2.93K ﹤0.01%
170
2193
$2.93K ﹤0.01%
100
2194
$2.91K ﹤0.01%
114
+81
2195
$2.9K ﹤0.01%
50
2196
$2.89K ﹤0.01%
40
2197
$2.89K ﹤0.01%
+31
2198
$2.88K ﹤0.01%
+54
2199
$2.88K ﹤0.01%
109
2200
$2.86K ﹤0.01%
112
86 87
88
89 90