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
776
$81K ﹤0.01%
519
-92
777
$81K ﹤0.01%
+2,262
778
$81K ﹤0.01%
2,054
-209
779
$81K ﹤0.01%
1,664
+6
780
$81K ﹤0.01%
2,746
+1,736
781
$81K ﹤0.01%
1,086
-78
782
$81K ﹤0.01%
978
-1,082
783
$81K ﹤0.01%
1,074
-521
784
$81K ﹤0.01%
543
-575
785
$80K ﹤0.01%
3,089
-1,017
786
$80K ﹤0.01%
1,214
+329
787
$80K ﹤0.01%
995
-1,443
788
$80K ﹤0.01%
1,599
+121
789
$79K ﹤0.01%
+1,954
790
$78K ﹤0.01%
7,280
-40,046
791
$78K ﹤0.01%
2,751
-2,102
792
$78K ﹤0.01%
416
-236
793
$78K ﹤0.01%
322
-500
794
$77K ﹤0.01%
2,533
-66,879
795
$77K ﹤0.01%
2,885
-9,135
796
$76K ﹤0.01%
815
-604
797
$76K ﹤0.01%
2,099
798
$76K ﹤0.01%
6,240
-16,025
799
$76K ﹤0.01%
1,341
-344
800
$76K ﹤0.01%
258
-548
30 31
32
33 34