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
801
$182K 0.01%
19,830
802
$182K 0.01%
3,958
-21
803
$182K 0.01%
1,805
+189
804
$181K 0.01%
1,915
805
$181K 0.01%
1,795
-2,248
806
$180K 0.01%
2,050
-1,960
807
$180K 0.01%
5,292
+97
808
$180K 0.01%
3,594
-1,723
809
$179K 0.01%
5,062
810
$179K 0.01%
4,760
+3,348
811
$179K 0.01%
14,100
-5,019
812
$179K 0.01%
14,956
+4,274
813
$178K 0.01%
11,565
-6,068
814
$178K 0.01%
5,263
+5,028
815
$177K 0.01%
4,500
816
$175K 0.01%
4,370
-1,785
817
$175K 0.01%
443
-8
818
$172K 0.01%
3,226
-3,226
819
$172K 0.01%
10,490
+6,685
820
$170K 0.01%
567
-887
821
$170K 0.01%
1,751
-396
822
$169K 0.01%
1,260
823
$168K 0.01%
13,942
-4,311
824
$168K 0.01%
2,644
-3,694
825
$168K 0.01%
1,461
-125
31 32
33
34 35