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
901
$57K ﹤0.01%
1,583
902
$57K ﹤0.01%
2,208
-235
903
$57K ﹤0.01%
1,850
-1,047
904
$57K ﹤0.01%
174
-4,570
905
$57K ﹤0.01%
722
-340
906
$57K ﹤0.01%
611
-1,210
907
$57K ﹤0.01%
6,300
-3,039
908
$56K ﹤0.01%
458
-1,295
909
$56K ﹤0.01%
1,530
-810
910
$56K ﹤0.01%
1,629
-650
911
$56K ﹤0.01%
1,741
-26,613
912
$56K ﹤0.01%
491
913
$56K ﹤0.01%
4,508
-11,305
914
$56K ﹤0.01%
1,018
-25
915
$55K ﹤0.01%
1,298
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916
$55K ﹤0.01%
630
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917
$55K ﹤0.01%
862
-241
918
$55K ﹤0.01%
2,476
+26
919
$54K ﹤0.01%
974
+1
920
$54K ﹤0.01%
6,188
-183
921
$54K ﹤0.01%
6,152
-100,738
922
$54K ﹤0.01%
932
-507
923
$54K ﹤0.01%
+2,267
924
$54K ﹤0.01%
417
-521
925
$54K ﹤0.01%
6,382
-17,655
35 36
37
38 39