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
2376
$1.04K ﹤0.01%
500
-283
2377
$1.04K ﹤0.01%
+22
2378
$1.04K ﹤0.01%
86
-1
2379
$1.04K ﹤0.01%
51
2380
$1.03K ﹤0.01%
73
-14,539
2381
$1.03K ﹤0.01%
33
2382
$1.03K ﹤0.01%
105
+80
2383
$1.03K ﹤0.01%
27
2384
$1.02K ﹤0.01%
600
2385
$1.02K ﹤0.01%
78
2386
$1K ﹤0.01%
+50
2387
$1K ﹤0.01%
100
2388
$1K ﹤0.01%
76
-1
2389
$1K ﹤0.01%
20
2390
$991 ﹤0.01%
11
-27
2391
$987 ﹤0.01%
33
2392
$986 ﹤0.01%
+66
2393
$981 ﹤0.01%
+22
2394
$970 ﹤0.01%
16
2395
$963 ﹤0.01%
115
-1
2396
$956 ﹤0.01%
66
2397
$954 ﹤0.01%
60
2398
$942 ﹤0.01%
+61
2399
$942 ﹤0.01%
100
2400
$940 ﹤0.01%
24
94 95
96
97 98