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
2201
$2.86K ﹤0.01%
+200
2202
$2.83K ﹤0.01%
750
2203
$2.83K ﹤0.01%
+60
2204
$2.83K ﹤0.01%
475
2205
$2.81K ﹤0.01%
+54
2206
$2.79K ﹤0.01%
249
2207
$2.76K ﹤0.01%
13
-12
2208
$2.76K ﹤0.01%
+29
2209
$2.75K ﹤0.01%
+998
2210
$2.74K ﹤0.01%
+96
2211
$2.74K ﹤0.01%
43
2212
$2.74K ﹤0.01%
112
2213
$2.73K ﹤0.01%
11
+1
2214
$2.7K ﹤0.01%
523
2215
$2.69K ﹤0.01%
450
2216
$2.67K ﹤0.01%
30
2217
$2.63K ﹤0.01%
100
-54
2218
$2.63K ﹤0.01%
+71
2219
$2.61K ﹤0.01%
22
2220
$2.61K ﹤0.01%
+166
2221
$2.6K ﹤0.01%
84
-825
2222
$2.57K ﹤0.01%
330
2223
$2.55K ﹤0.01%
25
2224
$2.55K ﹤0.01%
710
2225
$2.55K ﹤0.01%
3,638
+9
87 88
89
90 91