SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$36.6M
2
+$22.9M
3
+$16.6M
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
+$49.2M
2
+$20.5M
3
+$20.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15M
5
AMZN icon
Amazon
AMZN
+$14.5M

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%
3,258
-104,403
552
$185K 0.01%
2,278
-523
553
$184K 0.01%
6,363
-54,299
554
$183K 0.01%
5,484
-2,953
555
$180K 0.01%
6,613
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556
$180K 0.01%
4,850
-3,780
557
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5,805
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558
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+4,092
559
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1,565
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560
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1,678
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561
$179K 0.01%
5,441
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562
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+2,390
563
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564
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2,549
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565
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573
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1,228
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$170K 0.01%
3,422
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575
$170K 0.01%
6,645
21 22
23
24 25