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
1026
$41K ﹤0.01%
430
+249
1027
$41K ﹤0.01%
762
-3,940
1028
$41K ﹤0.01%
629
-251
1029
$40K ﹤0.01%
443
-201
1030
$40K ﹤0.01%
894
-2,451
1031
$40K ﹤0.01%
3,000
-10,942
1032
$40K ﹤0.01%
11,000
+7,226
1033
$40K ﹤0.01%
1,012
-556
1034
$40K ﹤0.01%
721
-1,700
1035
$40K ﹤0.01%
184
-79
1036
$40K ﹤0.01%
326
-5
1037
$40K ﹤0.01%
672
-22
1038
$40K ﹤0.01%
2,100
1039
$39K ﹤0.01%
925
-620
1040
$39K ﹤0.01%
4,837
-14,993
1041
$39K ﹤0.01%
686
-496
1042
$39K ﹤0.01%
605
-68
1043
$39K ﹤0.01%
430
1044
$39K ﹤0.01%
2,101
-23,725
1045
$39K ﹤0.01%
2,652
-25,061
1046
$39K ﹤0.01%
4,004
-577
1047
$39K ﹤0.01%
1,487
+149
1048
$39K ﹤0.01%
7,500
+1,795
1049
$39K ﹤0.01%
1,801
1050
$39K ﹤0.01%
3,737
+458
40 41
42
43 44