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
2526
$1K ﹤0.01%
124
2527
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+30
2528
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45
2529
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19
2530
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74
2531
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42
+9
2532
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100
-2,047
2533
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8
-34
2534
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+28
2535
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+100
2536
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68
2537
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44
+12
2538
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+36
2539
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25
2540
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+28
2541
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300
2542
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+595
2543
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2544
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100
2545
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+9
2546
$1K ﹤0.01%
+1
2547
$1K ﹤0.01%
37
2548
$1K ﹤0.01%
50
-50
2549
$1K ﹤0.01%
415
2550
$1K ﹤0.01%
+100
100 101
102
103 104