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
2501
$1K ﹤0.01%
+3
2502
$1K ﹤0.01%
+75
2503
$1K ﹤0.01%
+24
2504
$1K ﹤0.01%
5,002
-1,998
2505
$1K ﹤0.01%
+6
2506
$1K ﹤0.01%
11
-89
2507
$1K ﹤0.01%
+3,500
2508
$1K ﹤0.01%
+50
2509
$1K ﹤0.01%
+2
2510
$1K ﹤0.01%
+5
2511
$1K ﹤0.01%
100
2512
– –
0
2513
$1K ﹤0.01%
+5
2514
$1K ﹤0.01%
10
-20
2515
$1K ﹤0.01%
+110
2516
$1K ﹤0.01%
60
-18
2517
$1K ﹤0.01%
+13
2518
$1K ﹤0.01%
+3
2519
$1K ﹤0.01%
80
2520
$1K ﹤0.01%
+200
2521
$1K ﹤0.01%
+25
2522
$1K ﹤0.01%
+30
2523
$1K ﹤0.01%
+55
2524
$1K ﹤0.01%
+300
2525
$1K ﹤0.01%
+34
99 100
101
102 103