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
1376
$18K ﹤0.01%
2,199
+40
1377
$18K ﹤0.01%
269
-46,486
1378
$18K ﹤0.01%
439
-588
1379
$18K ﹤0.01%
142
-3
1380
$18K ﹤0.01%
623
1381
$18K ﹤0.01%
1,250
+1,150
1382
$17K ﹤0.01%
1,781
+15
1383
$17K ﹤0.01%
1,954
-1,289
1384
$17K ﹤0.01%
4,186
+82
1385
$17K ﹤0.01%
+4,174
1386
$17K ﹤0.01%
850
-5,450
1387
$17K ﹤0.01%
+230
1388
$17K ﹤0.01%
300
-9
1389
$17K ﹤0.01%
500
1390
$17K ﹤0.01%
1,645
-233,418
1391
$17K ﹤0.01%
202
+20
1392
$17K ﹤0.01%
121
-7,324
1393
$17K ﹤0.01%
1,248
1394
$17K ﹤0.01%
100
-26,866
1395
$17K ﹤0.01%
300
1396
$17K ﹤0.01%
292
-216
1397
$17K ﹤0.01%
270
1398
$17K ﹤0.01%
507
-225
1399
$16K ﹤0.01%
115
-117
1400
$16K ﹤0.01%
1,562
-12,220
54 55
56
57 58