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
2376
$1.06K ﹤0.01%
77
2377
$1.06K ﹤0.01%
5,040
-54
2378
$1.05K ﹤0.01%
31
-135
2379
$1.03K ﹤0.01%
17
-91
2380
$1.03K ﹤0.01%
27
+7
2381
$1.02K ﹤0.01%
+30
2382
$1.02K ﹤0.01%
10
-339
2383
$1K ﹤0.01%
23
-49
2384
$1K ﹤0.01%
+355
2385
$999 ﹤0.01%
+13
2386
$996 ﹤0.01%
+100
2387
$989 ﹤0.01%
115
2388
$986 ﹤0.01%
+39
2389
$981 ﹤0.01%
+100
2390
$971 ﹤0.01%
30
-194
2391
$959 ﹤0.01%
60
-250
2392
$952 ﹤0.01%
32
2393
$952 ﹤0.01%
5
2394
$949 ﹤0.01%
49
2395
$946 ﹤0.01%
27
-340
2396
$935 ﹤0.01%
+63
2397
$915 ﹤0.01%
74
-24
2398
$886 ﹤0.01%
15
2399
$875 ﹤0.01%
12
-39
2400
$849 ﹤0.01%
300
94 95
96
97 98