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
976
$46K ﹤0.01%
595
-1,377
977
$46K ﹤0.01%
1,480
-10,587
978
$46K ﹤0.01%
4,316
-2,561
979
$46K ﹤0.01%
3,861
-3,920
980
$46K ﹤0.01%
428
+10
981
$46K ﹤0.01%
2,017
-10,097
982
$46K ﹤0.01%
3,917
983
$45K ﹤0.01%
1,549
984
$45K ﹤0.01%
755
-66
985
$45K ﹤0.01%
579
-3,312
986
$45K ﹤0.01%
2,158
+350
987
$45K ﹤0.01%
562
-3,132
988
$45K ﹤0.01%
945
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989
$45K ﹤0.01%
1,310
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990
$45K ﹤0.01%
2,675
-10,422
991
$44K ﹤0.01%
790
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992
$44K ﹤0.01%
487
+55
993
$44K ﹤0.01%
549
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994
$44K ﹤0.01%
447
995
$44K ﹤0.01%
758
996
$44K ﹤0.01%
2,031
+511
997
$44K ﹤0.01%
2,152
+1,724
998
$44K ﹤0.01%
800
999
$44K ﹤0.01%
985
-5,428
1000
$43K ﹤0.01%
4,007
+913
38 39
40
41 42