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
576
$170K 0.01%
12,176
-7,572
577
$168K 0.01%
7,609
-2,639
578
$166K 0.01%
1,945
-13,531
579
$164K 0.01%
2,638
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580
$163K 0.01%
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-393
581
$163K 0.01%
4,550
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582
$160K 0.01%
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-171,626
583
$160K 0.01%
758
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584
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585
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1,740
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586
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587
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-600
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589
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687
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23,362
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596
$152K 0.01%
1,409
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597
$151K 0.01%
3,587
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598
$150K 0.01%
1,736
-1,276
599
$150K 0.01%
6,562
600
$148K 0.01%
2,862
-8,519
22 23
24
25 26