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
926
$53K ﹤0.01%
680
-390
927
$53K ﹤0.01%
524
+4
928
$53K ﹤0.01%
1,300
929
$53K ﹤0.01%
446
930
$53K ﹤0.01%
1,071
+118
931
$53K ﹤0.01%
2,919
932
$53K ﹤0.01%
1,141
-741
933
$53K ﹤0.01%
320
-156
934
$53K ﹤0.01%
2,107
-6,758
935
$53K ﹤0.01%
1,896
-2,558
936
$53K ﹤0.01%
430
-463
937
$52K ﹤0.01%
1,075
-1,941
938
$52K ﹤0.01%
1,396
-204
939
$52K ﹤0.01%
1,443
-1,671
940
$52K ﹤0.01%
2,000
-6,900
941
$51K ﹤0.01%
2,877
-4,267
942
$51K ﹤0.01%
2,536
-625
943
$51K ﹤0.01%
1,168
-7,653
944
$51K ﹤0.01%
4,794
-4,477
945
$51K ﹤0.01%
767
-114
946
$51K ﹤0.01%
606
+3
947
$50K ﹤0.01%
960
-681
948
$50K ﹤0.01%
558
949
$50K ﹤0.01%
731
950
$50K ﹤0.01%
148
-70
36 37
38
39 40