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
1176
$28K ﹤0.01%
1,400
-5,441
1177
$28K ﹤0.01%
418
+48
1178
$28K ﹤0.01%
2,000
+1,673
1179
$28K ﹤0.01%
470
-230
1180
$28K ﹤0.01%
802
-1,533
1181
$28K ﹤0.01%
3,789
-82,904
1182
$28K ﹤0.01%
1,581
-1,131
1183
$28K ﹤0.01%
444
-2,200
1184
$28K ﹤0.01%
3,236
-2,036
1185
$28K ﹤0.01%
666
-14
1186
$28K ﹤0.01%
1,996
-12,334
1187
$28K ﹤0.01%
1,110
+3
1188
$28K ﹤0.01%
987
-21
1189
$28K ﹤0.01%
80
-73
1190
$28K ﹤0.01%
1,210
-497
1191
$28K ﹤0.01%
7,512
+112
1192
$28K ﹤0.01%
673
-534
1193
$28K ﹤0.01%
170
1194
$28K ﹤0.01%
+9,207
1195
$27K ﹤0.01%
132
-4
1196
$27K ﹤0.01%
101
-984
1197
$27K ﹤0.01%
2,442
-4,911
1198
$27K ﹤0.01%
2,645
1199
$27K ﹤0.01%
1,100
1200
$27K ﹤0.01%
61
-12
46 47
48
49 50