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
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%
3,500
1018
$41K ﹤0.01%
619
+50
1019
$41K ﹤0.01%
1,311
+11
1020
$41K ﹤0.01%
1,539
-5,054
1021
$41K ﹤0.01%
1,959
-95
1022
$41K ﹤0.01%
1,177
-676
1023
$41K ﹤0.01%
2,544
-28,186
1024
$41K ﹤0.01%
2,000
-19,528
1025
$41K ﹤0.01%
2,475
-759
39 40
41
42 43