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
2551
$1K ﹤0.01%
+417
2552
$1K ﹤0.01%
+31
2553
$1K ﹤0.01%
64
+12
2554
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+17
2555
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22
-44
2556
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+67
2557
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+8
2558
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+9
2559
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+25
2560
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+57
2561
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21
-39
2562
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36
-658
2563
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+14
2564
$1K ﹤0.01%
+100
2565
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+15
2566
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307
-307
2567
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500
-350
2568
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+13
2569
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310
2570
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+10
2571
$1K ﹤0.01%
+240
2572
$1K ﹤0.01%
150
-150
2573
$1K ﹤0.01%
50
2574
$1K ﹤0.01%
+40
2575
$1K ﹤0.01%
+115
101 102
103
104 105