SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$36.6M
2
+$22.9M
3
+$16.6M
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
+$49.2M
2
+$20.5M
3
+$20.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15M
5
AMZN icon
Amazon
AMZN
+$14.5M

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
1426
$15K ﹤0.01%
750
1427
$15K ﹤0.01%
339
1428
$15K ﹤0.01%
2,007
-1,190
1429
$15K ﹤0.01%
297
-1,078
1430
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436
+249
1431
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259
1432
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605
1433
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799
-965
1434
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257
1435
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47
-136
1436
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266
1437
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2,050
-6,025
1438
$15K ﹤0.01%
68
-59
1439
$15K ﹤0.01%
1,034
-1,239
1440
$15K ﹤0.01%
250
1441
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217
1442
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547
-440
1443
$15K ﹤0.01%
183
-22,016
1444
$15K ﹤0.01%
600
1445
$15K ﹤0.01%
+150
1446
$15K ﹤0.01%
2,459
-2,663
1447
$15K ﹤0.01%
688
-3,192
1448
$15K ﹤0.01%
218
-4
1449
$15K ﹤0.01%
500
-92
1450
$15K ﹤0.01%
135
-188
56 57
58
59 60