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
826
$71K ﹤0.01%
4,693
-4,629
827
$71K ﹤0.01%
2,472
-423
828
$71K ﹤0.01%
1,201
829
$70K ﹤0.01%
2,282
+659
830
$70K ﹤0.01%
6,142
-603
831
$70K ﹤0.01%
14,110
-3,406
832
$70K ﹤0.01%
1,307
-529
833
$70K ﹤0.01%
2,800
-1,340
834
$70K ﹤0.01%
870
-179
835
$70K ﹤0.01%
5,200
-6,365
836
$70K ﹤0.01%
17,684
-1,733
837
$70K ﹤0.01%
1,839
+3
838
$70K ﹤0.01%
5,263
839
$69K ﹤0.01%
10,830
+8,498
840
$69K ﹤0.01%
+804
841
$69K ﹤0.01%
1,409
+365
842
$68K ﹤0.01%
262
843
$68K ﹤0.01%
6,176
844
$68K ﹤0.01%
468
+19
845
$68K ﹤0.01%
10,114
846
$68K ﹤0.01%
1,128
-36
847
$68K ﹤0.01%
1,695
-1,421
848
$68K ﹤0.01%
1,147
-78
849
$67K ﹤0.01%
3,049
850
$67K ﹤0.01%
3,115
-5,394
32 33
34
35 36