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
2226
$2.39K ﹤0.01%
67
-279
2227
$2.38K ﹤0.01%
286
2228
$2.37K ﹤0.01%
75
-75
2229
$2.36K ﹤0.01%
100
2230
$2.35K ﹤0.01%
104
-92
2231
$2.34K ﹤0.01%
607
2232
$2.34K ﹤0.01%
+59
2233
$2.3K ﹤0.01%
30
2234
$2.3K ﹤0.01%
309
2235
$2.22K ﹤0.01%
+25
2236
$2.21K ﹤0.01%
569
+8
2237
$2.19K ﹤0.01%
100
2238
$2.17K ﹤0.01%
100
-16
2239
$2.16K ﹤0.01%
151
2240
$2.15K ﹤0.01%
80
2241
$2.15K ﹤0.01%
105
2242
$2.15K ﹤0.01%
67
+15
2243
$2.14K ﹤0.01%
15
-90
2244
$2.14K ﹤0.01%
32
-41
2245
$2.14K ﹤0.01%
100
2246
$2.13K ﹤0.01%
3
2247
$2.13K ﹤0.01%
44
+5
2248
$2.12K ﹤0.01%
100
2249
$2.12K ﹤0.01%
300
2250
$2.11K ﹤0.01%
58
88 89
90
91 92