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
1076
$36K ﹤0.01%
300
-960
1077
$36K ﹤0.01%
307
1078
$36K ﹤0.01%
1,073
1079
$36K ﹤0.01%
645
-348
1080
$36K ﹤0.01%
2,311
+2,203
1081
$36K ﹤0.01%
1,375
+775
1082
$36K ﹤0.01%
1,526
-32,177
1083
$35K ﹤0.01%
1,260
1084
$35K ﹤0.01%
+1,200
1085
$35K ﹤0.01%
+2,000
1086
$35K ﹤0.01%
244
-166
1087
$35K ﹤0.01%
678
-862
1088
$35K ﹤0.01%
5,668
-24,423
1089
$35K ﹤0.01%
571
-276
1090
$35K ﹤0.01%
1,666
-565
1091
$34K ﹤0.01%
260
-3
1092
$34K ﹤0.01%
2,071
-70
1093
$34K ﹤0.01%
790
-914
1094
$34K ﹤0.01%
602
1095
$34K ﹤0.01%
955
-438
1096
$34K ﹤0.01%
1,207
-167
1097
$34K ﹤0.01%
1,008
-215
1098
$34K ﹤0.01%
238
-36
1099
$34K ﹤0.01%
602
-1,645
1100
$34K ﹤0.01%
561
+25
42 43
44
45 46