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
1351
$19K ﹤0.01%
2,000
+1,000
1352
$19K ﹤0.01%
893
-5,789
1353
$19K ﹤0.01%
1,187
+9
1354
$19K ﹤0.01%
266
-12
1355
$19K ﹤0.01%
+223
1356
$19K ﹤0.01%
267
-135
1357
$19K ﹤0.01%
94
-2
1358
$19K ﹤0.01%
612
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1359
$19K ﹤0.01%
337
1360
$19K ﹤0.01%
774
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1361
$18K ﹤0.01%
261
-71
1362
$18K ﹤0.01%
640
1363
$18K ﹤0.01%
2,000
1364
$18K ﹤0.01%
448
1365
$18K ﹤0.01%
320
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1366
$18K ﹤0.01%
241
1367
$18K ﹤0.01%
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1368
$18K ﹤0.01%
623
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1369
$18K ﹤0.01%
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1370
$18K ﹤0.01%
100
1371
$18K ﹤0.01%
850
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1372
$18K ﹤0.01%
3,000
1373
$18K ﹤0.01%
244
-70
1374
$18K ﹤0.01%
+450
1375
$18K ﹤0.01%
129
-4,137
53 54
55
56 57