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
476
$248K 0.02%
1,408
-861
477
$247K 0.02%
3,627
-15,056
478
$246K 0.01%
1,604
-1,705
479
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4,925
-2,361
480
$244K 0.01%
3,974
-17,871
481
$242K 0.01%
1,972
+191
482
$242K 0.01%
33,716
-450
483
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2,671
+1,958
484
$241K 0.01%
3,476
-1,500
485
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5,992
-3,031
486
$238K 0.01%
8,565
+1
487
$238K 0.01%
7,131
-3,285
488
$238K 0.01%
9,881
-1,141
489
$235K 0.01%
2,195
-3,067
490
$234K 0.01%
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493
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10,839
-32,310
494
$229K 0.01%
1,551
-160
495
$227K 0.01%
843
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496
$226K 0.01%
1,678
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497
$226K 0.01%
7,690
-534
498
$226K 0.01%
16,032
-38,784
499
$224K 0.01%
1,656
-2,853
500
$224K 0.01%
1,855
+19
18 19
20
21 22