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
401
$360K 0.02%
32,704
-97,277
402
$349K 0.02%
2,057
-1,356
403
$348K 0.02%
4,947
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404
$348K 0.02%
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405
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6,464
-2,540
406
$344K 0.02%
8,920
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407
$341K 0.02%
5,069
408
$341K 0.02%
8,718
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409
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410
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7,734
-15,761
411
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4,706
-3,296
412
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8,276
-1,454
413
$332K 0.02%
30,099
-44,107
414
$331K 0.02%
5,010
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415
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416
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29,453
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417
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7,987
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418
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819
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419
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11,397
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420
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11,706
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421
$325K 0.02%
2,750
-236
422
$324K 0.02%
16,050
-11,052
423
$324K 0.02%
7,186
-19,681
424
$320K 0.02%
2,230
-5,569
425
$318K 0.02%
11,810
-1,200
15 16
17
18 19