SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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%
+92
2502
$1K ﹤0.01%
36
2503
$1K ﹤0.01%
75
-150
2504
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22
2505
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77
2506
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32
-24
2507
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+180
2508
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87
2509
$1K ﹤0.01%
+127
2510
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10
-51
2511
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133
2512
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210
+60
2513
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+18
2514
$1K ﹤0.01%
+105
2515
$1K ﹤0.01%
+31
2516
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+20
2517
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2518
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+10
2519
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+20
2520
$1K ﹤0.01%
+5
2521
$1K ﹤0.01%
+34
2522
$1K ﹤0.01%
24
-34
2523
$1K ﹤0.01%
100
2524
$1K ﹤0.01%
+2
2525
$1K ﹤0.01%
+4
99 100
101
102 103