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
676
$111K 0.01%
1,120
-4,208
677
$111K 0.01%
4,460
-752
678
$111K 0.01%
15,237
+317
679
$110K 0.01%
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-2,453
680
$110K 0.01%
1,232
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681
$108K 0.01%
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682
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4,260
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683
$108K 0.01%
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684
$108K 0.01%
200
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685
$108K 0.01%
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686
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687
$107K 0.01%
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688
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689
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648
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690
$107K 0.01%
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$107K 0.01%
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$106K 0.01%
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6,800
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$105K 0.01%
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698
$105K 0.01%
2,823
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699
$105K 0.01%
1,925
-200
700
$104K 0.01%
2,836
-2,775
26 27
28
29 30