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
2201
$2.61K ﹤0.01%
330
2202
$2.58K ﹤0.01%
39
2203
$2.57K ﹤0.01%
50
2204
$2.57K ﹤0.01%
+26
2205
$2.56K ﹤0.01%
106
2206
$2.55K ﹤0.01%
+400
2207
$2.55K ﹤0.01%
55
2208
$2.54K ﹤0.01%
200
-15
2209
$2.54K ﹤0.01%
63
-186
2210
$2.54K ﹤0.01%
229
+4
2211
$2.54K ﹤0.01%
+63
2212
$2.52K ﹤0.01%
23
-62
2213
$2.5K ﹤0.01%
186
-76
2214
$2.48K ﹤0.01%
48
-63
2215
$2.48K ﹤0.01%
40
2216
$2.46K ﹤0.01%
117
+69
2217
$2.45K ﹤0.01%
350
2218
$2.44K ﹤0.01%
8
2219
$2.43K ﹤0.01%
310
+210
2220
$2.42K ﹤0.01%
3
2221
$2.41K ﹤0.01%
100
2222
$2.4K ﹤0.01%
204
+3
2223
$2.4K ﹤0.01%
101
2224
$2.4K ﹤0.01%
202
2225
$2.39K ﹤0.01%
106
87 88
89
90 91