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
1051
$39K ﹤0.01%
4,867
-2,500
1052
$39K ﹤0.01%
3,200
+1
1053
$39K ﹤0.01%
7,136
-1,814
1054
$39K ﹤0.01%
429
-166
1055
$38K ﹤0.01%
832
-5,586
1056
$38K ﹤0.01%
205
-124
1057
$38K ﹤0.01%
760
-592
1058
$38K ﹤0.01%
1,295
-532
1059
$38K ﹤0.01%
385
-190
1060
$38K ﹤0.01%
464
-235
1061
$38K ﹤0.01%
134
1062
$38K ﹤0.01%
1,492
-108,306
1063
$38K ﹤0.01%
2,100
-1,050
1064
$38K ﹤0.01%
189
-592
1065
$38K ﹤0.01%
1,450
-735
1066
$37K ﹤0.01%
1,120
-492
1067
$37K ﹤0.01%
916
1068
$37K ﹤0.01%
811
1069
$37K ﹤0.01%
203
-48
1070
$37K ﹤0.01%
457
-8,150
1071
$37K ﹤0.01%
296
-502
1072
$37K ﹤0.01%
3,414
-109
1073
$37K ﹤0.01%
1,855
-1,120
1074
$36K ﹤0.01%
940
1075
$36K ﹤0.01%
1,255
-975
41 42
43
44 45