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
1201
$27K ﹤0.01%
825
-18
1202
$27K ﹤0.01%
596
-317
1203
$27K ﹤0.01%
1,000
1204
$27K ﹤0.01%
300
1205
$27K ﹤0.01%
2,219
-450
1206
$27K ﹤0.01%
742
-21,965
1207
$27K ﹤0.01%
170
-45
1208
$27K ﹤0.01%
627
-41
1209
$27K ﹤0.01%
4,327
-10,140
1210
$27K ﹤0.01%
4,256
1211
$27K ﹤0.01%
712
-1,170
1212
$27K ﹤0.01%
8
-3
1213
$27K ﹤0.01%
353
1214
$27K ﹤0.01%
385
1215
$26K ﹤0.01%
3,115
-1,500
1216
$26K ﹤0.01%
232
-156
1217
$26K ﹤0.01%
574
-684
1218
$26K ﹤0.01%
1,365
1219
$26K ﹤0.01%
298
-140
1220
$26K ﹤0.01%
289
+22
1221
$26K ﹤0.01%
600
-24,054
1222
$26K ﹤0.01%
429
-614
1223
$26K ﹤0.01%
398
-2,957
1224
$26K ﹤0.01%
501
-2,076
1225
$26K ﹤0.01%
4,260
-3,760
47 48
49
50 51