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
2401
$922 ﹤0.01%
65
2402
$906 ﹤0.01%
47
2403
$898 ﹤0.01%
10
2404
$892 ﹤0.01%
100
2405
$869 ﹤0.01%
18
-1,544
2406
$864 ﹤0.01%
200
2407
$862 ﹤0.01%
5
-4
2408
$847 ﹤0.01%
+66
2409
$843 ﹤0.01%
664
2410
$836 ﹤0.01%
75
2411
$826 ﹤0.01%
20
2412
$822 ﹤0.01%
7
2413
$818 ﹤0.01%
14
-4
2414
$794 ﹤0.01%
53
2415
$789 ﹤0.01%
41
-306
2416
$788 ﹤0.01%
6
2417
$788 ﹤0.01%
13
2418
$779 ﹤0.01%
4
2419
$778 ﹤0.01%
13
2420
$773 ﹤0.01%
29
+2
2421
$770 ﹤0.01%
+75
2422
$759 ﹤0.01%
107
2423
$755 ﹤0.01%
15
2424
$752 ﹤0.01%
12
2425
$750 ﹤0.01%
4
95 96
97
98 99