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
1126
$31K ﹤0.01%
300
-96
1127
$31K ﹤0.01%
336
-883
1128
$31K ﹤0.01%
657
+7
1129
$31K ﹤0.01%
4,376
+1,612
1130
$31K ﹤0.01%
850
-440
1131
$31K ﹤0.01%
1,570
-275
1132
$31K ﹤0.01%
1,000
1133
$31K ﹤0.01%
719
-263
1134
$31K ﹤0.01%
738
-1,800
1135
$31K ﹤0.01%
1,170
1136
$31K ﹤0.01%
814
+331
1137
$31K ﹤0.01%
+620
1138
$31K ﹤0.01%
352
-36
1139
$31K ﹤0.01%
611
-92
1140
$31K ﹤0.01%
352
1141
$31K ﹤0.01%
351
-8,751
1142
$31K ﹤0.01%
634
+18
1143
$31K ﹤0.01%
625
+426
1144
$30K ﹤0.01%
4,150
-2,000
1145
$30K ﹤0.01%
335
1146
$30K ﹤0.01%
811
-2,651
1147
$30K ﹤0.01%
17,750
-45,857
1148
$30K ﹤0.01%
1,513
-184
1149
$30K ﹤0.01%
254
-203
1150
$30K ﹤0.01%
746
-1,702
44 45
46
47 48