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
301
$584K 0.04%
8,180
-3,885
302
$581K 0.04%
119,135
+50,581
303
$580K 0.04%
9,675
+221
304
$566K 0.03%
15,267
-19,587
305
$565K 0.03%
9,032
-37,672
306
$563K 0.03%
10,382
-2,923
307
$556K 0.03%
13,548
-19,357
308
$556K 0.03%
9,969
-9
309
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14,939
-14,537
310
$549K 0.03%
54,674
-1,582
311
$549K 0.03%
+21,693
312
$545K 0.03%
1,963
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313
$544K 0.03%
20,865
-1,584
314
$543K 0.03%
10,797
-3,871
315
$541K 0.03%
4,969
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316
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317
$536K 0.03%
16,992
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318
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319
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1,278
-140
320
$529K 0.03%
8,657
-7,669
321
$528K 0.03%
3,997
-3,054
322
$527K 0.03%
10,787
-834
323
$524K 0.03%
3,242
-8,249
324
$522K 0.03%
14,348
-22,474
325
$521K 0.03%
3,486
-914
11 12
13
14 15