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
501
$223K 0.01%
2,933
-1,766
502
$223K 0.01%
7,850
-8,500
503
$222K 0.01%
14,164
-2,108
504
$221K 0.01%
607
505
$221K 0.01%
19,607
+556
506
$220K 0.01%
2,094
-1,409
507
$219K 0.01%
8,632
-7,244
508
$219K 0.01%
6,976
+5,627
509
$218K 0.01%
987
-5,814
510
$218K 0.01%
6,770
-4,140
511
$218K 0.01%
+4,071
512
$217K 0.01%
+5,007
513
$216K 0.01%
9,925
514
$216K 0.01%
5,292
-2,518
515
$215K 0.01%
7,426
-2,451
516
$214K 0.01%
7,584
-5,673
517
$213K 0.01%
10,572
-6,147
518
$213K 0.01%
1,232
-7
519
$211K 0.01%
8,587
-2,268
520
$211K 0.01%
8,263
-8,812
521
$210K 0.01%
2,857
-9,239
522
$210K 0.01%
31,675
+30,588
523
$209K 0.01%
13,134
-67,941
524
$209K 0.01%
44,540
525
$205K 0.01%
20,892
+17,213
19 20
21
22 23