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
1026
$41K ﹤0.01%
1,311
+11
1027
$41K ﹤0.01%
619
+50
1028
$41K ﹤0.01%
3,500
1029
$40K ﹤0.01%
2,100
1030
$40K ﹤0.01%
672
-22
1031
$40K ﹤0.01%
326
-5
1032
$40K ﹤0.01%
184
-79
1033
$40K ﹤0.01%
721
-1,700
1034
$40K ﹤0.01%
1,012
-556
1035
$40K ﹤0.01%
11,000
+7,226
1036
$40K ﹤0.01%
3,000
-10,942
1037
$40K ﹤0.01%
894
-2,451
1038
$40K ﹤0.01%
443
-201
1039
$39K ﹤0.01%
429
-166
1040
$39K ﹤0.01%
7,136
-1,814
1041
$39K ﹤0.01%
3,200
+1
1042
$39K ﹤0.01%
4,867
-2,500
1043
$39K ﹤0.01%
3,737
+458
1044
$39K ﹤0.01%
1,801
1045
$39K ﹤0.01%
7,500
+1,795
1046
$39K ﹤0.01%
686
-496
1047
$39K ﹤0.01%
4,837
-14,993
1048
$39K ﹤0.01%
925
-620
1049
$39K ﹤0.01%
1,487
+149
1050
$39K ﹤0.01%
4,004
-577
40 41
42
43 44