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
1276
$23K ﹤0.01%
296
-172
1277
$23K ﹤0.01%
1,526
-600
1278
$23K ﹤0.01%
544
-1,913
1279
$23K ﹤0.01%
1,450
-799
1280
$23K ﹤0.01%
734
-5,676
1281
$23K ﹤0.01%
389
-2,269
1282
$22K ﹤0.01%
180
-7
1283
$22K ﹤0.01%
379
-260
1284
$22K ﹤0.01%
1,801
-1,451
1285
$22K ﹤0.01%
674
-266
1286
$22K ﹤0.01%
1,400
-76
1287
$22K ﹤0.01%
+2,000
1288
$22K ﹤0.01%
575
-624
1289
$22K ﹤0.01%
536
-122
1290
$22K ﹤0.01%
232
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1291
$22K ﹤0.01%
442
-546
1292
$22K ﹤0.01%
119
-1,070
1293
$22K ﹤0.01%
1,174
-7,941
1294
$22K ﹤0.01%
352
-204
1295
$22K ﹤0.01%
1,343
1296
$22K ﹤0.01%
278
-58
1297
$22K ﹤0.01%
567
-351
1298
$22K ﹤0.01%
1,200
-165
1299
$22K ﹤0.01%
335
-43,781
1300
$22K ﹤0.01%
1,705
-8,785
50 51
52
53 54