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
2351
$1.24K ﹤0.01%
+1
2352
$1.23K ﹤0.01%
200
2353
$1.21K ﹤0.01%
187
2354
$1.21K ﹤0.01%
77
2355
$1.21K ﹤0.01%
25
-9
2356
$1.21K ﹤0.01%
+11
2357
$1.2K ﹤0.01%
19
2358
$1.2K ﹤0.01%
13
2359
$1.19K ﹤0.01%
800
-600
2360
$1.18K ﹤0.01%
25
-45
2361
$1.18K ﹤0.01%
30
2362
$1.17K ﹤0.01%
370
2363
$1.16K ﹤0.01%
63
-14
2364
$1.16K ﹤0.01%
64
-17,453
2365
$1.14K ﹤0.01%
21
-50
2366
$1.13K ﹤0.01%
29
-1
2367
$1.13K ﹤0.01%
300
2368
$1.12K ﹤0.01%
30
-1,140
2369
$1.12K ﹤0.01%
124
2370
$1.11K ﹤0.01%
26
2371
$1.11K ﹤0.01%
19
-33
2372
$1.1K ﹤0.01%
85
2373
$1.08K ﹤0.01%
+5
2374
$1.05K ﹤0.01%
9
2375
$1.05K ﹤0.01%
18
+6
93 94
95
96 97