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
1276
$23K ﹤0.01%
1,850
+528
1277
$23K ﹤0.01%
579
-162,607
1278
$23K ﹤0.01%
889
+395
1279
$23K ﹤0.01%
296
-172
1280
$23K ﹤0.01%
1,526
-600
1281
$23K ﹤0.01%
544
-1,913
1282
$22K ﹤0.01%
+1,120
1283
$22K ﹤0.01%
180
-7
1284
$22K ﹤0.01%
379
-260
1285
$22K ﹤0.01%
1,801
-1,451
1286
$22K ﹤0.01%
674
-266
1287
$22K ﹤0.01%
1,400
-76
1288
$22K ﹤0.01%
+2,000
1289
$22K ﹤0.01%
575
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1290
$22K ﹤0.01%
536
-122
1291
$22K ﹤0.01%
232
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1292
$22K ﹤0.01%
442
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1293
$22K ﹤0.01%
119
-1,070
1294
$22K ﹤0.01%
1,174
-7,941
1295
$22K ﹤0.01%
352
-204
1296
$22K ﹤0.01%
1,343
1297
$22K ﹤0.01%
278
-58
1298
$22K ﹤0.01%
567
-351
1299
$22K ﹤0.01%
1,200
-165
1300
$22K ﹤0.01%
335
-43,781
50 51
52
53 54