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
1001
$43K ﹤0.01%
808
+642
1002
$43K ﹤0.01%
2,531
-72,867
1003
$43K ﹤0.01%
996
-482
1004
$43K ﹤0.01%
1,525
1005
$43K ﹤0.01%
198
+5
1006
$43K ﹤0.01%
395
+4
1007
$42K ﹤0.01%
972
-1,594
1008
$42K ﹤0.01%
962
+312
1009
$42K ﹤0.01%
569
1010
$42K ﹤0.01%
854
1011
$42K ﹤0.01%
300
1012
$42K ﹤0.01%
681
-1,426
1013
$42K ﹤0.01%
1,650
-939
1014
$42K ﹤0.01%
1,404
1015
$42K ﹤0.01%
1,215
-490
1016
$42K ﹤0.01%
389
+135
1017
$41K ﹤0.01%
629
-251
1018
$41K ﹤0.01%
762
-3,940
1019
$41K ﹤0.01%
430
+249
1020
$41K ﹤0.01%
2,475
-759
1021
$41K ﹤0.01%
2,000
-19,528
1022
$41K ﹤0.01%
2,544
-28,186
1023
$41K ﹤0.01%
1,177
-676
1024
$41K ﹤0.01%
1,959
-95
1025
$41K ﹤0.01%
1,539
-5,054
39 40
41
42 43