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
201
$2.56M 0.1%
77,602
+74,327
202
$2.54M 0.1%
23,804
+23,740
203
$2.53M 0.1%
43,351
+42,195
204
$2.53M 0.1%
6,393
+5,854
205
$2.52M 0.1%
87,978
+23,591
206
$2.5M 0.1%
73,150
-50,200
207
$2.43M 0.09%
23,137
+7,092
208
$2.42M 0.09%
26,332
+6,093
209
$2.42M 0.09%
109,752
+109,611
210
$2.42M 0.09%
24,686
+9,240
211
$2.42M 0.09%
33,113
+22,467
212
$2.37M 0.09%
23,104
+14,066
213
$2.33M 0.09%
65,797
+48,209
214
$2.27M 0.09%
17,314
+2,774
215
$2.22M 0.09%
80,903
+15,393
216
$2.17M 0.08%
30,343
+6,149
217
$2.16M 0.08%
20,094
+5,385
218
$2.16M 0.08%
+114,637
219
$2.15M 0.08%
54,535
+11,094
220
$2.15M 0.08%
28,469
+24,393
221
$2.13M 0.08%
20,214
+6,226
222
$2.11M 0.08%
91,976
+10,586
223
$2.11M 0.08%
96,342
+85,774
224
$2.11M 0.08%
10,303
-13,380
225
$2.09M 0.08%
110,645
+19,132
7 8
9
10 11