SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$36.6M
2
+$22.9M
3
+$16.6M
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
+$49.2M
2
+$20.5M
3
+$20.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15M
5
AMZN icon
Amazon
AMZN
+$14.5M

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
1251
$24K ﹤0.01%
1,169
-1,203
1252
$24K ﹤0.01%
331
-629
1253
$24K ﹤0.01%
500
-3
1254
$24K ﹤0.01%
352
-135
1255
$24K ﹤0.01%
217
-112
1256
$24K ﹤0.01%
4,889
-6,138
1257
$24K ﹤0.01%
688
+39
1258
$24K ﹤0.01%
200
1259
$24K ﹤0.01%
109
-45
1260
$24K ﹤0.01%
3,447
-3,313
1261
$24K ﹤0.01%
2,365
-1,100
1262
$24K ﹤0.01%
424
1263
$24K ﹤0.01%
1,400
-7,623
1264
$24K ﹤0.01%
968
-61,268
1265
$24K ﹤0.01%
+757
1266
$24K ﹤0.01%
2,581
1267
$24K ﹤0.01%
581
+525
1268
$23K ﹤0.01%
530
-539
1269
$23K ﹤0.01%
5,870
-11,553
1270
$23K ﹤0.01%
502
-808
1271
$23K ﹤0.01%
300
-300
1272
$23K ﹤0.01%
3,353
-1,680
1273
$23K ﹤0.01%
1,850
+528
1274
$23K ﹤0.01%
579
-162,607
1275
$23K ﹤0.01%
889
+395
49 50
51
52 53