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
2251
$2.1K ﹤0.01%
30
-18
2252
$2.1K ﹤0.01%
80
2253
$2.09K ﹤0.01%
+33
2254
$2.09K ﹤0.01%
10
2255
$2.09K ﹤0.01%
88
-1
2256
$2.08K ﹤0.01%
+1,531
2257
$2.06K ﹤0.01%
31
2258
$2.06K ﹤0.01%
129
+25
2259
$2.04K ﹤0.01%
69
+1
2260
$2.04K ﹤0.01%
60
+28
2261
$2.01K ﹤0.01%
201
2262
$1.97K ﹤0.01%
70
-384
2263
$1.96K ﹤0.01%
42
2264
$1.94K ﹤0.01%
50
2265
$1.94K ﹤0.01%
+69
2266
$1.93K ﹤0.01%
80
2267
$1.91K ﹤0.01%
33
+1
2268
$1.9K ﹤0.01%
400
2269
$1.9K ﹤0.01%
325
+125
2270
$1.9K ﹤0.01%
42
-43
2271
$1.88K ﹤0.01%
55
-227
2272
$1.87K ﹤0.01%
20
-423
2273
$1.87K ﹤0.01%
+79
2274
$1.86K ﹤0.01%
42
2275
$1.85K ﹤0.01%
100
-154
89 90
91
92 93