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
1451
$15K ﹤0.01%
2,007
-1,190
1452
$15K ﹤0.01%
339
1453
$15K ﹤0.01%
750
1454
$15K ﹤0.01%
7,987
+2,987
1455
$15K ﹤0.01%
+1,000
1456
$14K ﹤0.01%
229
-814
1457
$14K ﹤0.01%
1,004
-906
1458
$14K ﹤0.01%
205
-7
1459
$14K ﹤0.01%
606
-847
1460
$14K ﹤0.01%
5,393
-157
1461
$14K ﹤0.01%
530
-2,418
1462
$14K ﹤0.01%
337
-9
1463
$14K ﹤0.01%
470
1464
$14K ﹤0.01%
170
1465
$14K ﹤0.01%
292
-22
1466
$14K ﹤0.01%
195
1467
$14K ﹤0.01%
311
-8,300
1468
$14K ﹤0.01%
294
-354
1469
$14K ﹤0.01%
160
1470
$14K ﹤0.01%
254
1471
$14K ﹤0.01%
426
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1472
$14K ﹤0.01%
144
-1,331
1473
$14K ﹤0.01%
525
1474
$14K ﹤0.01%
138
-644
1475
$13K ﹤0.01%
2,077
57 58
59
60 61