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
1151
$30K ﹤0.01%
2,926
+86
1152
$30K ﹤0.01%
627
-2,599
1153
$30K ﹤0.01%
1,739
-99
1154
$30K ﹤0.01%
327
1155
$30K ﹤0.01%
1,144
-169
1156
$30K ﹤0.01%
1,250
1157
$29K ﹤0.01%
3,215
-2,795
1158
$29K ﹤0.01%
2,661
-14,645
1159
$29K ﹤0.01%
1,164
-820
1160
$29K ﹤0.01%
855
-186
1161
$29K ﹤0.01%
769
-608
1162
$29K ﹤0.01%
12,500
1163
$29K ﹤0.01%
1,068
1164
$29K ﹤0.01%
740
-38
1165
$29K ﹤0.01%
283
-10
1166
$29K ﹤0.01%
565
-6,330
1167
$29K ﹤0.01%
+903
1168
$29K ﹤0.01%
1,810
+18
1169
$29K ﹤0.01%
+378
1170
$29K ﹤0.01%
+476
1171
$29K ﹤0.01%
212
-50
1172
$28K ﹤0.01%
467
-4,244
1173
$28K ﹤0.01%
125
-211
1174
$28K ﹤0.01%
617
+299
1175
$28K ﹤0.01%
1,021
-13
45 46
47
48 49