SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$780M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,750
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$22.9M
3
+$15.6M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11M

Top Sells

1
+$43.3M
2
+$18.2M
3
+$18.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M
5
AMZN icon
Amazon
AMZN
+$13M

Sector Composition

1 Technology 9.04%
2 Consumer Discretionary 6.14%
3 Financials 4.75%
4 Healthcare 4.23%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$693K 0.04%
23,117
-4,504
277
$688K 0.04%
14,001
-2,204
278
$687K 0.04%
8,700
-6,417
279
$684K 0.04%
7,114
-22,699
280
$671K 0.04%
14,661
-2,450
281
$667K 0.04%
10,953
-1,735
282
$667K 0.04%
4,311
-3,706
283
$658K 0.04%
3,991
-725
284
$654K 0.04%
23,296
+2,404
285
$652K 0.04%
6,084
-42,878
286
$646K 0.04%
12,045
-1,641
287
$645K 0.04%
2,507
-3,318
288
$641K 0.04%
4,211
-394
289
$638K 0.04%
4,302
-3,306
290
$636K 0.04%
3,034
-6,567
291
$630K 0.04%
21,488
-29,645
292
$622K 0.04%
7,773
-2,533
293
$610K 0.04%
39,780
-35,329
294
$609K 0.04%
8,474
-3,672
295
$606K 0.04%
3,545
-4,056
296
$601K 0.04%
19,525
-207
297
$600K 0.04%
4,500
-1,082
298
$596K 0.04%
6,201
-30
299
$592K 0.04%
9,841
+547
300
$589K 0.04%
20,162
10 11
12
13 14