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
876
$62K ﹤0.01%
970
+6
877
$62K ﹤0.01%
761
-716
878
$62K ﹤0.01%
824
-1,562
879
$62K ﹤0.01%
2,698
-2,550
880
$62K ﹤0.01%
1,984
-11,625
881
$61K ﹤0.01%
1,371
-431
882
$61K ﹤0.01%
956
-345
883
$61K ﹤0.01%
947
-752
884
$61K ﹤0.01%
3,820
-432
885
$61K ﹤0.01%
1,364
-3,396
886
$61K ﹤0.01%
1,028
-402
887
$61K ﹤0.01%
4,355
-2,142
888
$61K ﹤0.01%
385
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889
$60K ﹤0.01%
237
+2
890
$60K ﹤0.01%
1,469
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891
$60K ﹤0.01%
932
-1,940
892
$59K ﹤0.01%
+1,282
893
$59K ﹤0.01%
1,844
-1,772
894
$59K ﹤0.01%
1,000
895
$59K ﹤0.01%
1,471
-1,617
896
$59K ﹤0.01%
1,015
-27
897
$58K ﹤0.01%
2,415
-1,877
898
$58K ﹤0.01%
1,894
-1,213
899
$58K ﹤0.01%
905
-40
900
$58K ﹤0.01%
2,300
-28,806
34 35
36
37 38