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
2426
$748 ﹤0.01%
30
2427
$739 ﹤0.01%
+16
2428
$711 ﹤0.01%
24
2429
$701 ﹤0.01%
33
2430
$698 ﹤0.01%
95
-490
2431
$694 ﹤0.01%
5
2432
$689 ﹤0.01%
54
2433
$685 ﹤0.01%
+7
2434
$680 ﹤0.01%
150
2435
$679 ﹤0.01%
39
2436
$669 ﹤0.01%
16
2437
$669 ﹤0.01%
36
-1
2438
$665 ﹤0.01%
+105
2439
$659 ﹤0.01%
50
2440
$640 ﹤0.01%
9
2441
$637 ﹤0.01%
4
-2
2442
$636 ﹤0.01%
300
2443
$628 ﹤0.01%
+9
2444
$625 ﹤0.01%
23
-16
2445
$621 ﹤0.01%
9
-28
2446
$621 ﹤0.01%
4
2447
$613 ﹤0.01%
2
2448
$604 ﹤0.01%
+20
2449
$594 ﹤0.01%
75
-2,910
2450
$594 ﹤0.01%
28
96 97
98
99 100