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
2301
$1.73K ﹤0.01%
71
-16
2302
$1.72K ﹤0.01%
300
2303
$1.72K ﹤0.01%
12
-6
2304
$1.72K ﹤0.01%
44
-6
2305
$1.72K ﹤0.01%
162
2306
$1.71K ﹤0.01%
32
2307
$1.7K ﹤0.01%
+16
2308
$1.7K ﹤0.01%
258
2309
$1.7K ﹤0.01%
70
2310
$1.7K ﹤0.01%
12
-5
2311
$1.69K ﹤0.01%
115
2312
$1.69K ﹤0.01%
43
2313
$1.67K ﹤0.01%
63
-1,017
2314
$1.67K ﹤0.01%
23
-8
2315
$1.66K ﹤0.01%
107
2316
$1.59K ﹤0.01%
10
2317
$1.57K ﹤0.01%
87
2318
$1.56K ﹤0.01%
130
-526
2319
$1.54K ﹤0.01%
5
+2
2320
$1.53K ﹤0.01%
50
2321
$1.52K ﹤0.01%
51
2322
$1.5K ﹤0.01%
+20
2323
$1.5K ﹤0.01%
92
2324
$1.5K ﹤0.01%
+82
2325
$1.49K ﹤0.01%
113
91 92
93
94 95