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
851
$67K ﹤0.01%
246
+125
852
$67K ﹤0.01%
6,956
-8,000
853
$67K ﹤0.01%
1,855
-567
854
$66K ﹤0.01%
1,147
-50
855
$66K ﹤0.01%
1,425
-41,277
856
$66K ﹤0.01%
2,400
857
$66K ﹤0.01%
2,311
858
$65K ﹤0.01%
5,500
-44,385
859
$65K ﹤0.01%
4,174
-13,912
860
$65K ﹤0.01%
1,292
-3,087
861
$65K ﹤0.01%
5,900
-9,664
862
$65K ﹤0.01%
1,476
+6
863
$65K ﹤0.01%
1,028
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864
$64K ﹤0.01%
943
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$64K ﹤0.01%
422
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$64K ﹤0.01%
1,815
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867
$63K ﹤0.01%
92
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868
$63K ﹤0.01%
257
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869
$63K ﹤0.01%
759
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870
$63K ﹤0.01%
1,143
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871
$62K ﹤0.01%
10,200
872
$62K ﹤0.01%
4,040
+115
873
$62K ﹤0.01%
57
-189
874
$62K ﹤0.01%
292
875
$62K ﹤0.01%
594
-674
33 34
35
36 37