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
2276
$1.85K ﹤0.01%
47
-107
2277
$1.83K ﹤0.01%
17
+5
2278
$1.83K ﹤0.01%
623
2279
$1.82K ﹤0.01%
494
2280
$1.81K ﹤0.01%
11
-35
2281
$1.8K ﹤0.01%
6
+4
2282
$1.8K ﹤0.01%
+50
2283
$1.79K ﹤0.01%
50
2284
$1.76K ﹤0.01%
593
2285
$1.76K ﹤0.01%
124
2286
$1.74K ﹤0.01%
200
2287
$1.74K ﹤0.01%
30
-7
2288
$1.72K ﹤0.01%
8
2289
$1.72K ﹤0.01%
1,895
+1,786
2290
$1.71K ﹤0.01%
+20
2291
$1.7K ﹤0.01%
100
2292
$1.7K ﹤0.01%
23
-32
2293
$1.69K ﹤0.01%
+494
2294
$1.67K ﹤0.01%
229
2295
$1.66K ﹤0.01%
415
2296
$1.66K ﹤0.01%
20
-64
2297
$1.65K ﹤0.01%
68
2298
$1.65K ﹤0.01%
26
-70
2299
$1.64K ﹤0.01%
153
+78
2300
$1.61K ﹤0.01%
70
90 91
92
93 94