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
2326
$1.47K ﹤0.01%
39
2327
$1.47K ﹤0.01%
21
-34
2328
$1.46K ﹤0.01%
80
-190
2329
$1.46K ﹤0.01%
56
2330
$1.45K ﹤0.01%
+408
2331
$1.43K ﹤0.01%
200
2332
$1.43K ﹤0.01%
129
2333
$1.42K ﹤0.01%
+100
2334
$1.42K ﹤0.01%
35
-863
2335
$1.39K ﹤0.01%
187
2336
$1.39K ﹤0.01%
+17
2337
$1.35K ﹤0.01%
47
2338
$1.35K ﹤0.01%
45
2339
$1.32K ﹤0.01%
39
2340
$1.31K ﹤0.01%
7
2341
$1.31K ﹤0.01%
844
2342
$1.31K ﹤0.01%
50
2343
$1.3K ﹤0.01%
2,006
+1,006
2344
$1.3K ﹤0.01%
30
-310
2345
$1.3K ﹤0.01%
100
2346
$1.27K ﹤0.01%
422
2347
$1.27K ﹤0.01%
11
+1
2348
$1.25K ﹤0.01%
7
-1
2349
$1.25K ﹤0.01%
2,200
-34,700
2350
$1.25K ﹤0.01%
152
+23
92 93
94
95 96