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
126
$2.47M 0.15%
10,806
-1,847
127
$2.38M 0.14%
38,285
-1,718
128
$2.29M 0.14%
103,635
+8,343
129
$2.21M 0.13%
49,760
-156,140
130
$2.2M 0.13%
26,332
-18,142
131
$2.18M 0.13%
72,829
-18,526
132
$2.14M 0.13%
29,498
-15,488
133
$2.1M 0.13%
105,754
+25,206
134
$2.1M 0.13%
71,133
+25,579
135
$2.01M 0.12%
11,207
-8,384
136
$2.01M 0.12%
24,542
-17,830
137
$1.97M 0.12%
17,207
-1,031
138
$1.88M 0.11%
11,378
-9,781
139
$1.85M 0.11%
47,036
-67,356
140
$1.79M 0.11%
69,362
-27,424
141
$1.79M 0.11%
33,327
+15,610
142
$1.78M 0.11%
101,546
-15,898
143
$1.77M 0.11%
51,430
-157,952
144
$1.75M 0.11%
12,202
-10,434
145
$1.75M 0.11%
22,247
-5,741
146
$1.73M 0.11%
15,526
-3,249
147
$1.72M 0.1%
69,794
-107,020
148
$1.67M 0.1%
13,819
-3,387
149
$1.66M 0.1%
10,188
-21,517
150
$1.65M 0.1%
59,260
-3,282
4 5
6
7 8