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
1251
$24K ﹤0.01%
373
1252
$24K ﹤0.01%
824
+13
1253
$24K ﹤0.01%
+409
1254
$24K ﹤0.01%
1,169
-1,203
1255
$24K ﹤0.01%
331
-629
1256
$24K ﹤0.01%
500
-3
1257
$24K ﹤0.01%
352
-135
1258
$24K ﹤0.01%
217
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1259
$24K ﹤0.01%
4,889
-6,138
1260
$24K ﹤0.01%
688
+39
1261
$24K ﹤0.01%
3,447
-3,313
1262
$24K ﹤0.01%
2,365
-1,100
1263
$24K ﹤0.01%
424
1264
$24K ﹤0.01%
1,400
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1265
$24K ﹤0.01%
968
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1266
$24K ﹤0.01%
+757
1267
$24K ﹤0.01%
2,581
1268
$23K ﹤0.01%
1,450
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1269
$23K ﹤0.01%
734
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1270
$23K ﹤0.01%
530
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1271
$23K ﹤0.01%
5,870
-11,553
1272
$23K ﹤0.01%
502
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1273
$23K ﹤0.01%
300
-300
1274
$23K ﹤0.01%
3,353
-1,680
1275
$23K ﹤0.01%
389
-2,269
49 50
51
52 53