SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$36.6M
2
+$22.9M
3
+$16.6M
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
+$49.2M
2
+$20.5M
3
+$20.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15M
5
AMZN icon
Amazon
AMZN
+$14.5M

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
951
$49K ﹤0.01%
873
-1,562
952
$49K ﹤0.01%
2,265
-126
953
$49K ﹤0.01%
725
-704
954
$49K ﹤0.01%
748
-724
955
$49K ﹤0.01%
800
-1,210
956
$49K ﹤0.01%
585
-903
957
$49K ﹤0.01%
2,075
-8,736
958
$49K ﹤0.01%
741
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959
$49K ﹤0.01%
1,666
-888
960
$49K ﹤0.01%
716
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961
$49K ﹤0.01%
2,100
962
$48K ﹤0.01%
6,219
+4,926
963
$48K ﹤0.01%
1,250
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964
$48K ﹤0.01%
3,984
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$48K ﹤0.01%
5,419
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966
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198
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$48K ﹤0.01%
11,243
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968
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$47K ﹤0.01%
1,014
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$47K ﹤0.01%
2,074
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971
$47K ﹤0.01%
145
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972
$47K ﹤0.01%
419
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973
$47K ﹤0.01%
4,200
974
$47K ﹤0.01%
3,980
-625
975
$47K ﹤0.01%
19,822
37 38
39
40 41