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
2226
$2.54K ﹤0.01%
20
-1
2227
$2.54K ﹤0.01%
39
2228
$2.53K ﹤0.01%
326
-32
2229
$2.53K ﹤0.01%
308
2230
$2.52K ﹤0.01%
12
2231
$2.51K ﹤0.01%
25
2232
$2.5K ﹤0.01%
75
2233
$2.5K ﹤0.01%
568
+3
2234
$2.5K ﹤0.01%
31
-18
2235
$2.49K ﹤0.01%
42
2236
$2.49K ﹤0.01%
100
2237
$2.48K ﹤0.01%
+200
2238
$2.46K ﹤0.01%
1,000
2239
$2.46K ﹤0.01%
415
2240
$2.45K ﹤0.01%
+314
2241
$2.44K ﹤0.01%
180
-310
2242
$2.44K ﹤0.01%
800
2243
$2.42K ﹤0.01%
200
2244
$2.42K ﹤0.01%
230
2245
$2.38K ﹤0.01%
88
2246
$2.36K ﹤0.01%
37
-31
2247
$2.36K ﹤0.01%
79
2248
$2.35K ﹤0.01%
117
2249
$2.35K ﹤0.01%
25
-2
2250
$2.34K ﹤0.01%
43
-43
88 89
90
91 92