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
1301
$22K ﹤0.01%
1,705
-8,785
1302
$22K ﹤0.01%
365
-13
1303
$21K ﹤0.01%
+300
1304
$21K ﹤0.01%
+2,100
1305
$21K ﹤0.01%
1,085
-445
1306
$21K ﹤0.01%
600
1307
$21K ﹤0.01%
558
-2,713
1308
$21K ﹤0.01%
+439
1309
$21K ﹤0.01%
+500
1310
$21K ﹤0.01%
226
-74
1311
$21K ﹤0.01%
1,885
-12,215
1312
$21K ﹤0.01%
748
-56,160
1313
$21K ﹤0.01%
649
+3
1314
$21K ﹤0.01%
1,400
1315
$21K ﹤0.01%
1,842
-975
1316
$21K ﹤0.01%
169
1317
$21K ﹤0.01%
723
+3
1318
$21K ﹤0.01%
+13,690
1319
$21K ﹤0.01%
252
1320
$21K ﹤0.01%
900
1321
$21K ﹤0.01%
486
1322
$21K ﹤0.01%
647
-7,493
1323
$21K ﹤0.01%
625
-87
1324
$21K ﹤0.01%
522
-1,437
1325
$20K ﹤0.01%
403
-1,386
51 52
53
54 55