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
1426
$15K ﹤0.01%
2,058
-15,693
1427
$15K ﹤0.01%
658
-362
1428
$15K ﹤0.01%
750
1429
$15K ﹤0.01%
135
-188
1430
$15K ﹤0.01%
500
-92
1431
$15K ﹤0.01%
218
-4
1432
$15K ﹤0.01%
688
-3,192
1433
$15K ﹤0.01%
2,459
-2,663
1434
$15K ﹤0.01%
+150
1435
$15K ﹤0.01%
600
1436
$15K ﹤0.01%
183
-22,016
1437
$15K ﹤0.01%
547
-440
1438
$15K ﹤0.01%
217
1439
$15K ﹤0.01%
250
1440
$15K ﹤0.01%
1,034
-1,239
1441
$15K ﹤0.01%
68
-59
1442
$15K ﹤0.01%
2,050
-6,025
1443
$15K ﹤0.01%
266
1444
$15K ﹤0.01%
47
-136
1445
$15K ﹤0.01%
257
1446
$15K ﹤0.01%
799
-965
1447
$15K ﹤0.01%
605
1448
$15K ﹤0.01%
259
1449
$15K ﹤0.01%
436
+249
1450
$15K ﹤0.01%
297
-1,078
56 57
58
59 60