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
1101
$34K ﹤0.01%
+217
1102
$34K ﹤0.01%
2,963
-6,560
1103
$33K ﹤0.01%
700
-6
1104
$33K ﹤0.01%
934
1105
$33K ﹤0.01%
797
1106
$33K ﹤0.01%
513
+8
1107
$33K ﹤0.01%
702
+2
1108
$33K ﹤0.01%
6,000
-4,400
1109
$33K ﹤0.01%
1,570
-3,801
1110
$33K ﹤0.01%
576
1111
$33K ﹤0.01%
750
-9
1112
$33K ﹤0.01%
1,717
-1,712
1113
$33K ﹤0.01%
360
+133
1114
$32K ﹤0.01%
6,595
-2,525
1115
$32K ﹤0.01%
477
-100
1116
$32K ﹤0.01%
357
+1
1117
$32K ﹤0.01%
1,986
-191
1118
$32K ﹤0.01%
608
-900
1119
$32K ﹤0.01%
4,675
-2,187
1120
$32K ﹤0.01%
408
-449
1121
$32K ﹤0.01%
664
-117
1122
$32K ﹤0.01%
1,481
-31,089
1123
$32K ﹤0.01%
625
-465
1124
$32K ﹤0.01%
211
1125
$32K ﹤0.01%
1,435
-3,203
43 44
45
46 47