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
76
$5.15M 0.31%
18,354
-17,236
77
$5.13M 0.31%
40,311
-62,849
78
$5.08M 0.31%
31,703
-18,755
79
$4.97M 0.3%
23,142
-9,085
80
$4.91M 0.3%
43,764
-12,162
81
$4.85M 0.29%
2,266
-1,041
82
$4.75M 0.29%
15,708
-11,831
83
$4.68M 0.28%
100,667
-34,801
84
$4.68M 0.28%
120,147
-42,010
85
$4.57M 0.28%
64,289
-42,133
86
$4.55M 0.28%
121,580
-30,755
87
$4.47M 0.27%
19,760
-6,009
88
$4.41M 0.27%
147,542
-45,952
89
$4.25M 0.26%
64,958
-1,273
90
$4.25M 0.26%
141,300
+59,450
91
$4.23M 0.26%
33,998
-21,693
92
$4.22M 0.26%
109,508
-65,063
93
$4.14M 0.25%
52,086
-74,519
94
$4.07M 0.25%
30,316
-12,765
95
$3.94M 0.24%
55,672
-28,806
96
$3.9M 0.24%
106,460
-26,960
97
$3.89M 0.24%
23,788
-27,283
98
$3.81M 0.23%
28,064
-14,465
99
$3.81M 0.23%
14,245
-18,330
100
$3.75M 0.23%
27,751
-9,399
2 3
4
5 6