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
951
$49K ﹤0.01%
725
-704
952
$49K ﹤0.01%
873
-1,562
953
$49K ﹤0.01%
2,265
-126
954
$49K ﹤0.01%
748
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955
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800
-1,210
956
$49K ﹤0.01%
585
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957
$49K ﹤0.01%
2,075
-8,736
958
$49K ﹤0.01%
741
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959
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960
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716
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$49K ﹤0.01%
2,100
962
$48K ﹤0.01%
6,219
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1,250
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$47K ﹤0.01%
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419
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973
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4,200
974
$47K ﹤0.01%
3,980
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975
$47K ﹤0.01%
19,822
37 38
39
40 41