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
2251
$2.33K ﹤0.01%
816
2252
$2.32K ﹤0.01%
1,600
2253
$2.31K ﹤0.01%
39
2254
$2.3K ﹤0.01%
65
2255
$2.29K ﹤0.01%
38
2256
$2.25K ﹤0.01%
100
2257
$2.25K ﹤0.01%
12
2258
$2.25K ﹤0.01%
34
2259
$2.23K ﹤0.01%
60
2260
$2.22K ﹤0.01%
+34
2261
$2.22K ﹤0.01%
77
+37
2262
$2.21K ﹤0.01%
16
+6
2263
$2.2K ﹤0.01%
1,000
2264
$2.16K ﹤0.01%
35
-29
2265
$2.16K ﹤0.01%
96
2266
$2.13K ﹤0.01%
100
-356
2267
$2.12K ﹤0.01%
46
-2
2268
$2.12K ﹤0.01%
59
2269
$2.08K ﹤0.01%
763
2270
$2.07K ﹤0.01%
100
2271
$2.07K ﹤0.01%
83
2272
$2.07K ﹤0.01%
+1,050
2273
$2.05K ﹤0.01%
1,000
2274
$2.04K ﹤0.01%
22
2275
$2.03K ﹤0.01%
69
89 90
91
92 93