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
2351
$1.3K ﹤0.01%
146
-4,521
2352
$1.29K ﹤0.01%
+103
2353
$1.29K ﹤0.01%
42
-8
2354
$1.28K ﹤0.01%
+31
2355
$1.27K ﹤0.01%
36
2356
$1.26K ﹤0.01%
109
-22
2357
$1.25K ﹤0.01%
+16
2358
$1.25K ﹤0.01%
128
+64
2359
$1.23K ﹤0.01%
59
-28
2360
$1.23K ﹤0.01%
+327
2361
$1.22K ﹤0.01%
36
2362
$1.22K ﹤0.01%
37
+19
2363
$1.2K ﹤0.01%
20
-13
2364
$1.19K ﹤0.01%
21
+2
2365
$1.19K ﹤0.01%
102
+3
2366
$1.17K ﹤0.01%
+1,000
2367
$1.17K ﹤0.01%
94
-59
2368
$1.16K ﹤0.01%
22
-27
2369
$1.15K ﹤0.01%
448
2370
$1.14K ﹤0.01%
224
+9
2371
$1.12K ﹤0.01%
+1,832
2372
$1.11K ﹤0.01%
27
-107
2373
$1.09K ﹤0.01%
+24
2374
$1.07K ﹤0.01%
18
-68
2375
$1.07K ﹤0.01%
25
93 94
95
96 97