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
101
$3.74M 0.23%
39,658
-16,668
102
$3.56M 0.22%
124,354
-68,814
103
$3.41M 0.21%
15,953
-1,607
104
$3.41M 0.21%
32,613
-28,566
105
$3.34M 0.2%
21,572
-12,946
106
$3.32M 0.2%
70,067
-32,086
107
$3.27M 0.2%
51,175
-21,623
108
$3.19M 0.19%
39,854
-19,867
109
$3.16M 0.19%
25,932
-98
110
$3.14M 0.19%
71,706
-78,115
111
$3.13M 0.19%
120,964
-33,645
112
$3.06M 0.19%
29,782
-14,217
113
$3.05M 0.19%
78,385
-6,160
114
$3M 0.18%
15,192
-2,287
115
$2.98M 0.18%
40,129
+8,945
116
$2.95M 0.18%
57,572
-17,151
117
$2.91M 0.18%
36,248
-16,657
118
$2.76M 0.17%
38,664
+2,250
119
$2.73M 0.17%
9,494
-11,704
120
$2.68M 0.16%
19,714
-3,169
121
$2.63M 0.16%
20,682
-9,210
122
$2.61M 0.16%
18,305
-7,453
123
$2.58M 0.16%
17,955
-24,589
124
$2.53M 0.15%
52,562
-21,022
125
$2.49M 0.15%
18,531
-34,292
3 4
5
6 7