SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
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 4.4%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 4.52%
2,306,698
+1,137,286
2
$98M 3.82%
238,493
+66,355
3
$95.7M 3.73%
580,639
+169,147
4
$68.3M 2.66%
1,167,325
+189,822
5
$61.1M 2.38%
552,599
+95,575
6
$43.6M 1.7%
474,398
+139,846
7
$42.9M 1.67%
148,778
+11,177
8
$39M 1.52%
95,201
+21,653
9
$37.6M 1.46%
363,544
+23,662
10
$36.3M 1.41%
94,084
+13,134
11
$35.9M 1.4%
360,031
+60,201
12
$27.4M 1.07%
264,139
+28,047
13
$27.1M 1.05%
270,338
+53,307
14
$26.3M 1.03%
572,742
+115,929
15
$26.1M 1.02%
578,794
+118,237
16
$26M 1.01%
764,186
+156,282
17
$25.9M 1.01%
549,112
+112,277
18
$24.5M 0.95%
490,080
+160,760
19
$24.1M 0.94%
106,706
+473
20
$23.9M 0.93%
184,789
+30,726
21
$22.4M 0.87%
61,636
+27,270
22
$22.3M 0.87%
44,973
+11,367
23
$22.1M 0.86%
794,700
+345,100
24
$21.8M 0.85%
143,518
+32,286
25
$19.4M 0.76%
398,604
+160,585
1
2 3 4 5