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
2426
$701 ﹤0.01%
+12
2427
$698 ﹤0.01%
48
-474
2428
$695 ﹤0.01%
+30
2429
$690 ﹤0.01%
298
2430
$689 ﹤0.01%
121
+17
2431
$681 ﹤0.01%
110
+10
2432
$680 ﹤0.01%
+20
2433
$676 ﹤0.01%
26
2434
$676 ﹤0.01%
5
-25
2435
$674 ﹤0.01%
45
+15
2436
$667 ﹤0.01%
22
-71
2437
$663 ﹤0.01%
5
2438
$657 ﹤0.01%
70
2439
$655 ﹤0.01%
+11
2440
$640 ﹤0.01%
100
2441
$640 ﹤0.01%
52
2442
$640 ﹤0.01%
3
2443
$639 ﹤0.01%
+300
2444
$633 ﹤0.01%
20
-1,692
2445
$630 ﹤0.01%
500
2446
$630 ﹤0.01%
83
-1
2447
$626 ﹤0.01%
22
2448
$623 ﹤0.01%
+267
2449
$621 ﹤0.01%
23
2450
$615 ﹤0.01%
+100
96 97
98
99 100