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
26
$13.2M 0.8%
168,228
-63,983
27
$11.5M 0.7%
378,329
-78,974
28
$11.3M 0.69%
69,773
-14,183
29
$10.8M 0.66%
251,763
-66,737
30
$10.8M 0.65%
51,208
-2,243
31
$10.4M 0.63%
261,036
-62,796
32
$10.3M 0.62%
38,406
-27,405
33
$10.2M 0.62%
37,002
-19,321
34
$10M 0.61%
35,339
-31,376
35
$9.84M 0.6%
102,373
-38,147
36
$9.54M 0.58%
143,012
-10,697
37
$9.41M 0.57%
142,321
-47,360
38
$9.37M 0.57%
178,833
-40,371
39
$9.24M 0.56%
28,587
-9,907
40
$9.06M 0.55%
86,354
-43,321
41
$8.78M 0.53%
156,836
-9,399
42
$8.25M 0.5%
102,909
-33,361
43
$8.2M 0.5%
229,209
-105,887
44
$8.2M 0.5%
30,905
-11,233
45
$7.93M 0.48%
90,871
-47,151
46
$7.79M 0.47%
33,120
-24,185
47
$7.76M 0.47%
89,010
-48,031
48
$7.71M 0.47%
198,499
-52,696
49
$7.65M 0.46%
79,655
-10,687
50
$7.45M 0.45%
93,865
-6,482
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