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
2601
$1K ﹤0.01%
+100
2602
$1K ﹤0.01%
33
-1
2603
$1K ﹤0.01%
+300
2604
$1K ﹤0.01%
5
2605
$1K ﹤0.01%
+100
2606
$1K ﹤0.01%
69
-99
2607
$1K ﹤0.01%
+142
2608
$1K ﹤0.01%
+6
2609
$1K ﹤0.01%
+4
2610
$1K ﹤0.01%
12
-24
2611
$1K ﹤0.01%
81
2612
$1K ﹤0.01%
+91
2613
$1K ﹤0.01%
+75
2614
$1K ﹤0.01%
+7
2615
$1K ﹤0.01%
25
-25
2616
$1K ﹤0.01%
100
2617
– –
0
2618
$1K ﹤0.01%
+5
2619
$1K ﹤0.01%
+25
2620
$1K ﹤0.01%
10
-20
2621
$1K ﹤0.01%
+110
2622
$1K ﹤0.01%
60
-18
2623
$1K ﹤0.01%
+400
2624
$1K ﹤0.01%
45
+15
2625
$1K ﹤0.01%
+32
103 104
105
106 107