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
1401
$16K ﹤0.01%
500
1402
$16K ﹤0.01%
408
1403
$16K ﹤0.01%
1,492
+297
1404
$16K ﹤0.01%
365
-25
1405
$16K ﹤0.01%
197
-1,653
1406
$16K ﹤0.01%
775
1407
$16K ﹤0.01%
339
-203
1408
$16K ﹤0.01%
684
-13,848
1409
$16K ﹤0.01%
105
-49
1410
$16K ﹤0.01%
856
+12
1411
$16K ﹤0.01%
1,774
+390
1412
$16K ﹤0.01%
500
-6,838
1413
$16K ﹤0.01%
263
-1,790
1414
$16K ﹤0.01%
338
-200
1415
$16K ﹤0.01%
80
1416
$16K ﹤0.01%
325
-288
1417
$16K ﹤0.01%
858
-516
1418
$16K ﹤0.01%
810
-10,632
1419
$16K ﹤0.01%
300
1420
$16K ﹤0.01%
215
-198
1421
$16K ﹤0.01%
+651
1422
$16K ﹤0.01%
726
1423
$16K ﹤0.01%
+349
1424
$15K ﹤0.01%
1,801
-2,967
1425
$15K ﹤0.01%
1,580
+80
55 56
57
58 59