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
$2.57B
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,641
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$26.6M
3
+$25M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11M

Top Sells

1
+$13M
2
+$11M
3
+$10.4M
4
TMUS icon
T-Mobile US
TMUS
+$5.03M
5
A icon
Agilent Technologies
A
+$4.65M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 5.59%
3 Financials 4.94%
4 Healthcare 4.41%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
– –
-289
2577
– –
-8,366
2578
– –
-9
2579
– –
-685
2580
– –
-100
2581
– –
-453
2582
– –
-486
2583
– –
-36
2584
– –
-254
2585
– –
-176
2586
– –
-25
2587
– –
-20
2588
– –
-2,000
2589
– –
-123
2590
– –
-250
2591
– –
-1,581
2592
– –
-4
2593
– –
-3,000
2594
– –
-100
2595
– –
-11
2596
– –
-189
2597
– –
-490
2598
– –
-60
2599
– –
-1,194
2600
– –
-150
102 103
104
105 106