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
1226
$26K ﹤0.01%
659
1227
$26K ﹤0.01%
2,000
1228
$26K ﹤0.01%
342
-3,054
1229
$26K ﹤0.01%
860
-481
1230
$26K ﹤0.01%
245
-910
1231
$25K ﹤0.01%
705
-700
1232
$25K ﹤0.01%
1,601
1233
$25K ﹤0.01%
329
-184
1234
$25K ﹤0.01%
200
-660
1235
$25K ﹤0.01%
704
+451
1236
$25K ﹤0.01%
111
-32
1237
$25K ﹤0.01%
2,007
-1,099
1238
$25K ﹤0.01%
555
1239
$25K ﹤0.01%
263
-82
1240
$25K ﹤0.01%
1,200
-375
1241
$25K ﹤0.01%
184
+60
1242
$24K ﹤0.01%
1,338
-630
1243
$24K ﹤0.01%
178
-1,210
1244
$24K ﹤0.01%
581
+525
1245
$24K ﹤0.01%
200
1246
$24K ﹤0.01%
109
-45
1247
$24K ﹤0.01%
343
+3
1248
$24K ﹤0.01%
6,218
-60,492
1249
$24K ﹤0.01%
+165
1250
$24K ﹤0.01%
1,900
48 49
50
51 52