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
2401
$845 ﹤0.01%
+26
2402
$838 ﹤0.01%
+24
2403
$828 ﹤0.01%
200
2404
$828 ﹤0.01%
+18
2405
$827 ﹤0.01%
+6
2406
$826 ﹤0.01%
18
-56
2407
$821 ﹤0.01%
10
2408
$815 ﹤0.01%
+37
2409
$813 ﹤0.01%
5
-8
2410
$808 ﹤0.01%
14
-35
2411
$800 ﹤0.01%
16
2412
$785 ﹤0.01%
76
2413
$775 ﹤0.01%
+9
2414
$769 ﹤0.01%
25
2415
$768 ﹤0.01%
422
2416
$768 ﹤0.01%
30
2417
$750 ﹤0.01%
36
2418
$738 ﹤0.01%
164
-4
2419
$735 ﹤0.01%
14
2420
$734 ﹤0.01%
228
2421
$731 ﹤0.01%
19
2422
$724 ﹤0.01%
30
2423
$723 ﹤0.01%
+100
2424
$718 ﹤0.01%
200
2425
$712 ﹤0.01%
+32
95 96
97
98 99