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
2601
$1K ﹤0.01%
+34
2602
$1K ﹤0.01%
24
-34
2603
$1K ﹤0.01%
100
2604
$1K ﹤0.01%
+2
2605
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+4
2606
$1K ﹤0.01%
10
2607
$1K ﹤0.01%
10
-35
2608
$1K ﹤0.01%
+11
2609
$1K ﹤0.01%
16
-144
2610
$1K ﹤0.01%
+72
2611
$1K ﹤0.01%
+100
2612
$1K ﹤0.01%
142
-5,641
2613
$1K ﹤0.01%
+20
2614
$1K ﹤0.01%
+355
2615
$1K ﹤0.01%
+13
2616
$1K ﹤0.01%
+180
2617
$1K ﹤0.01%
+123
2618
$1K ﹤0.01%
+100
2619
$1K ﹤0.01%
+1
2620
$1K ﹤0.01%
+200
2621
$1K ﹤0.01%
+23
2622
$1K ﹤0.01%
+17
2623
$1K ﹤0.01%
+46
2624
$1K ﹤0.01%
25
-18
2625
$1K ﹤0.01%
+22
103 104
105
106 107