SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$14.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$11.1M

Top Sells

1
+$40.5M
2
+$35.5M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$19.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.8M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$284K 0.01%
8,109
-7,199
652
$283K 0.01%
7,960
+7,232
653
$279K 0.01%
7,823
-3,966
654
$279K 0.01%
10,149
-9,144
655
$279K 0.01%
2,449
-772
656
$276K 0.01%
9,200
657
$274K 0.01%
35,500
-13,061
658
$274K 0.01%
4,702
+410
659
$273K 0.01%
5,586
-1,340
660
$272K 0.01%
5,325
-820
661
$272K 0.01%
3,314
+1,063
662
$272K 0.01%
12,114
-3,621
663
$270K 0.01%
9,551
+1
664
$270K 0.01%
+11,817
665
$269K 0.01%
+8,999
666
$269K 0.01%
7,810
+7,449
667
$268K 0.01%
7,000
+1,000
668
$267K 0.01%
8,224
-222
669
$267K 0.01%
18,086
-31,717
670
$266K 0.01%
+6,566
671
$266K 0.01%
9,170
-1,352
672
$263K 0.01%
4,756
-1,347
673
$263K 0.01%
10,500
674
$259K 0.01%
+2,754
675
$258K 0.01%
1,189
-665
25 26
27
28 29