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
51
$7.21M 0.44%
18,672
-11,461
52
$7.21M 0.44%
153,750
-34,140
53
$7.16M 0.44%
99,471
-38,352
54
$6.96M 0.42%
49,688
-7,467
55
$6.94M 0.42%
144,887
-26,880
56
$6.93M 0.42%
46,712
-19,763
57
$6.78M 0.41%
57,100
-1,800
58
$6.76M 0.41%
156,357
-74,739
59
$6.6M 0.4%
14,528
-4,722
60
$6.54M 0.4%
116,712
-59,264
61
$6.53M 0.4%
87,207
-30,147
62
$6.34M 0.38%
521,960
-816,840
63
$6.32M 0.38%
13,429
-5,965
64
$6.3M 0.38%
21,776
-5,276
65
$6.16M 0.37%
138,394
-124,013
66
$6.11M 0.37%
26,479
-16,283
67
$6.08M 0.37%
73,633
-16,537
68
$6.02M 0.37%
69,860
-49,724
69
$5.9M 0.36%
61,010
-40,281
70
$5.89M 0.36%
258,687
-175,618
71
$5.68M 0.34%
48,854
-12,579
72
$5.53M 0.34%
95,646
-111,383
73
$5.47M 0.33%
67,407
-21,371
74
$5.39M 0.33%
95,317
-22,648
75
$5.24M 0.32%
18,895
+18,083
1 2
3
4 5