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
201
$2.96M 0.09%
67,495
-573,242
202
$2.94M 0.09%
43,457
+354
203
$2.93M 0.09%
139,662
+11,850
204
$2.91M 0.09%
23,844
+6,520
205
$2.88M 0.09%
70,739
+4,129
206
$2.87M 0.09%
73,398
+34,128
207
$2.86M 0.09%
110,812
+8,496
208
$2.85M 0.09%
40,870
+1,127
209
$2.85M 0.09%
62,926
-83,085
210
$2.85M 0.09%
15,276
-2,015
211
$2.84M 0.09%
45,961
+2,972
212
$2.82M 0.09%
51,740
+48,749
213
$2.82M 0.09%
39,392
+1,339
214
$2.81M 0.09%
112,923
-10,180
215
$2.8M 0.09%
97,899
+91,061
216
$2.78M 0.09%
83,012
+813
217
$2.78M 0.09%
95,480
+5,064
218
$2.78M 0.09%
17,516
+70
219
$2.78M 0.09%
85,720
+66,185
220
$2.76M 0.09%
14,665
-1,367
221
$2.75M 0.09%
72,505
+55,640
222
$2.75M 0.09%
65,741
-36,071
223
$2.75M 0.09%
7,494
+6,486
224
$2.74M 0.09%
65,566
+45,616
225
$2.74M 0.09%
90,076
+69,872
7 8
9
10 11