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
2326
$1.43K ﹤0.01%
16
-36
2327
$1.42K ﹤0.01%
125
2328
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29
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2329
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832
2330
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+2
2331
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81
2332
$1.4K ﹤0.01%
17
-75
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8
2334
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+33
2335
$1.39K ﹤0.01%
+75
2336
$1.39K ﹤0.01%
307
2337
$1.37K ﹤0.01%
21
-103
2338
$1.37K ﹤0.01%
90
2339
$1.36K ﹤0.01%
38
2340
$1.36K ﹤0.01%
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2341
$1.36K ﹤0.01%
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$1.35K ﹤0.01%
300
2343
$1.33K ﹤0.01%
+10
2344
$1.33K ﹤0.01%
252
2345
$1.32K ﹤0.01%
33
-80
2346
$1.32K ﹤0.01%
33
-62
2347
$1.31K ﹤0.01%
21
-107
2348
$1.31K ﹤0.01%
4
-3
2349
$1.3K ﹤0.01%
38
-50
2350
$1.3K ﹤0.01%
37
92 93
94
95 96