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
2301
$1.61K ﹤0.01%
+71
2302
$1.59K ﹤0.01%
21
-70
2303
$1.57K ﹤0.01%
+132
2304
$1.57K ﹤0.01%
69
+3
2305
$1.57K ﹤0.01%
40
-169
2306
$1.57K ﹤0.01%
17
-77
2307
$1.56K ﹤0.01%
+93
2308
$1.55K ﹤0.01%
+66
2309
$1.53K ﹤0.01%
51
2310
$1.52K ﹤0.01%
25
-6
2311
$1.51K ﹤0.01%
+7
2312
$1.51K ﹤0.01%
43
-6
2313
$1.5K ﹤0.01%
135
-295
2314
$1.5K ﹤0.01%
122
+3
2315
$1.5K ﹤0.01%
54
+1
2316
$1.49K ﹤0.01%
38
-14
2317
$1.49K ﹤0.01%
130
2318
$1.49K ﹤0.01%
156
+13
2319
$1.48K ﹤0.01%
1,400
2320
$1.48K ﹤0.01%
54
+1
2321
$1.47K ﹤0.01%
50
2322
$1.46K ﹤0.01%
272
2323
$1.46K ﹤0.01%
54
+2
2324
$1.45K ﹤0.01%
11
-25
2325
$1.44K ﹤0.01%
217
+85
91 92
93
94 95