SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$14.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$11.1M

Top Sells

1
+$40.5M
2
+$35.5M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$19.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.8M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
+7
2477
$1K ﹤0.01%
+2
2478
$1K ﹤0.01%
+30
2479
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38
-26
2480
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93
+3
2481
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+211
2482
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+100
2483
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33
-1
2484
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+300
2485
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5
2486
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+100
2487
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69
-99
2488
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+142
2489
$1K ﹤0.01%
+6
2490
$1K ﹤0.01%
+4
2491
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12
-24
2492
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2493
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+91
2494
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+75
2495
$1K ﹤0.01%
+7
2496
$1K ﹤0.01%
25
-25
2497
$1K ﹤0.01%
+400
2498
$1K ﹤0.01%
45
+15
2499
$1K ﹤0.01%
+32
2500
$1K ﹤0.01%
300
98 99
100
101 102