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
626
$130K 0.01%
440
+393
627
$130K 0.01%
4,895
-4,275
628
$130K 0.01%
3,669
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629
$129K 0.01%
2,728
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630
$129K 0.01%
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631
$129K 0.01%
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632
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3,324
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633
$128K 0.01%
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634
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635
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3,944
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636
$126K 0.01%
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637
$126K 0.01%
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638
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2,500
639
$126K 0.01%
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640
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641
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646
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3,077
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648
$120K 0.01%
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649
$120K 0.01%
2,168
650
$120K 0.01%
30
24 25
26
27 28