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
2451
$575 ﹤0.01%
23
-33
2452
$559 ﹤0.01%
90
2453
$550 ﹤0.01%
+250
2454
$548 ﹤0.01%
+25
2455
$540 ﹤0.01%
6
2456
$534 ﹤0.01%
+8
2457
$526 ﹤0.01%
14
2458
$523 ﹤0.01%
+20
2459
$520 ﹤0.01%
29
-2
2460
$518 ﹤0.01%
+23
2461
$512 ﹤0.01%
+13
2462
$511 ﹤0.01%
8
-1
2463
– –
-2,690
2464
– –
-278
2465
– –
-1,156
2466
– –
-195
2467
– –
-435
2468
– –
-10,547
2469
– –
-3,549
2470
– –
-862
2471
– –
-1,637
2472
– –
-13
2473
– –
-57
2474
– –
-429
2475
– –
-37
97 98
99
100 101