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
801
$76K ﹤0.01%
6,400
-1,525
802
$76K ﹤0.01%
1,000
-100
803
$75K ﹤0.01%
926
-226
804
$75K ﹤0.01%
3,965
-5,457
805
$75K ﹤0.01%
1,321
+16
806
$75K ﹤0.01%
133
-117
807
$74K ﹤0.01%
2,326
808
$74K ﹤0.01%
1,704
-813
809
$74K ﹤0.01%
923
810
$74K ﹤0.01%
141
811
$74K ﹤0.01%
1,744
-2,147
812
$73K ﹤0.01%
1,938
-210
813
$73K ﹤0.01%
525
+40
814
$72K ﹤0.01%
2,109
-1,765
815
$72K ﹤0.01%
543
-4
816
$72K ﹤0.01%
2,712
-888
817
$72K ﹤0.01%
17,432
-10,506
818
$72K ﹤0.01%
764
819
$72K ﹤0.01%
413
+3
820
$72K ﹤0.01%
725
-556
821
$72K ﹤0.01%
18,909
+17,229
822
$71K ﹤0.01%
14,500
823
$71K ﹤0.01%
1,823
-931
824
$71K ﹤0.01%
2,810
+2,260
825
$71K ﹤0.01%
493
31 32
33
34 35