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
376
$403K 0.02%
6,062
-23,252
377
$401K 0.02%
11,180
-6,978
378
$399K 0.02%
1,507
-615
379
$397K 0.02%
819
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380
$396K 0.02%
5,374
-1,045
381
$395K 0.02%
2,185
-1,055
382
$394K 0.02%
8,188
-36,144
383
$392K 0.02%
38,126
-2,584
384
$391K 0.02%
14,082
+4,030
385
$390K 0.02%
7,775
-70,136
386
$388K 0.02%
7,683
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387
$384K 0.02%
1,808
-4,869
388
$384K 0.02%
11,232
+10,832
389
$381K 0.02%
20,396
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390
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391
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4,152
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392
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32,418
-12,018
393
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12,885
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394
$371K 0.02%
924
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395
$370K 0.02%
4,459
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396
$370K 0.02%
24,201
-3,145
397
$369K 0.02%
8,089
398
$365K 0.02%
9,483
-474
399
$365K 0.02%
8,890
+3,911
400
$362K 0.02%
3,924
-817
14 15
16
17 18