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
351
$442K 0.03%
27,715
-4,417
352
$440K 0.03%
10,236
-1,077
353
$438K 0.03%
19,755
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354
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5,666
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355
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26,189
-27,870
356
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2,098
-898
357
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12,388
-4,082
358
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-678
359
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26,291
+14,211
360
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64,125
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361
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6,851
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362
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4,571
-7,304
363
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3,256
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364
$417K 0.03%
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365
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370
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371
$408K 0.02%
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-36,256
372
$406K 0.02%
3,636
-50,631
373
$405K 0.02%
24,423
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374
$404K 0.02%
31,535
+3,059
375
$403K 0.02%
23,889
-52,946
13 14
15
16 17