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
2526
$1K ﹤0.01%
10
2527
$1K ﹤0.01%
10
-35
2528
$1K ﹤0.01%
+11
2529
$1K ﹤0.01%
+200
2530
$1K ﹤0.01%
16
-144
2531
$1K ﹤0.01%
+72
2532
$1K ﹤0.01%
+100
2533
$1K ﹤0.01%
+6
2534
$1K ﹤0.01%
142
-5,641
2535
$1K ﹤0.01%
+20
2536
$1K ﹤0.01%
+355
2537
$1K ﹤0.01%
+13
2538
$1K ﹤0.01%
+180
2539
$1K ﹤0.01%
+123
2540
$1K ﹤0.01%
+100
2541
$1K ﹤0.01%
+1
2542
$1K ﹤0.01%
+200
2543
$1K ﹤0.01%
+23
2544
$1K ﹤0.01%
+17
2545
$1K ﹤0.01%
+46
2546
$1K ﹤0.01%
25
-18
2547
$1K ﹤0.01%
+22
2548
$1K ﹤0.01%
+31
2549
$1K ﹤0.01%
+100
2550
$1K ﹤0.01%
+40
100 101
102
103 104