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
551
$185K 0.01%
4,415
-526
552
$185K 0.01%
1,129
-1,020
553
$184K 0.01%
6,363
-54,299
554
$183K 0.01%
5,484
-2,953
555
$180K 0.01%
1,565
-1,351
556
$180K 0.01%
+4,092
557
$180K 0.01%
5,805
+20
558
$180K 0.01%
4,850
-3,780
559
$180K 0.01%
6,613
-850
560
$179K 0.01%
5,441
-81
561
$179K 0.01%
1,678
-1,389
562
$178K 0.01%
2,549
-4,575
563
$178K 0.01%
9,354
-196
564
$178K 0.01%
+2,390
565
$177K 0.01%
2,331
-1,685
566
$176K 0.01%
3,287
-302
567
$176K 0.01%
4,554
-7,141
568
$175K 0.01%
942
-393
569
$174K 0.01%
1,170
-874
570
$173K 0.01%
1,346
-144
571
$172K 0.01%
6,825
-688
572
$172K 0.01%
3,487
-265
573
$171K 0.01%
1,228
-1,252
574
$170K 0.01%
3,422
-3,766
575
$170K 0.01%
6,645
21 22
23
24 25