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
1326
$20K ﹤0.01%
124
-146
1327
$20K ﹤0.01%
+2,374
1328
$20K ﹤0.01%
1,700
1329
$20K ﹤0.01%
1,321
1330
$20K ﹤0.01%
627
-2,617
1331
$20K ﹤0.01%
63
+26
1332
$20K ﹤0.01%
802
-19
1333
$20K ﹤0.01%
150
+35
1334
$20K ﹤0.01%
547
-11
1335
$20K ﹤0.01%
1,192
-560
1336
$20K ﹤0.01%
955
-50
1337
$20K ﹤0.01%
699
+65
1338
$20K ﹤0.01%
145
+82
1339
$20K ﹤0.01%
163
+1
1340
$20K ﹤0.01%
230
-99
1341
$19K ﹤0.01%
512
1342
$19K ﹤0.01%
192
-404
1343
$19K ﹤0.01%
732
-2,372
1344
$19K ﹤0.01%
1,839
1345
$19K ﹤0.01%
2,098
-1,737
1346
$19K ﹤0.01%
286
1347
$19K ﹤0.01%
441
1348
$19K ﹤0.01%
376
+2
1349
$19K ﹤0.01%
1,165
-648
1350
$19K ﹤0.01%
86
-25
52 53
54
55 56