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
1476
$13K ﹤0.01%
585
-315
1477
$13K ﹤0.01%
1,843
-2,848
1478
$13K ﹤0.01%
621
-621
1479
$13K ﹤0.01%
433
-9,772
1480
$13K ﹤0.01%
142
-361
1481
$13K ﹤0.01%
388
1482
$13K ﹤0.01%
800
1483
$13K ﹤0.01%
260
-5,065
1484
$13K ﹤0.01%
1,135
1485
$13K ﹤0.01%
2,142
-906
1486
$13K ﹤0.01%
200
-48
1487
$13K ﹤0.01%
154
-234
1488
$13K ﹤0.01%
1,000
1489
$13K ﹤0.01%
342
+2
1490
$13K ﹤0.01%
1,435
1491
$13K ﹤0.01%
736
+1
1492
$13K ﹤0.01%
155
-50
1493
$13K ﹤0.01%
184
-1,816
1494
$13K ﹤0.01%
266
+1
1495
$13K ﹤0.01%
60
-350
1496
$13K ﹤0.01%
364
-1,790
1497
$13K ﹤0.01%
251
-3,157
1498
$13K ﹤0.01%
440
1499
$12K ﹤0.01%
942
1500
$12K ﹤0.01%
500
58 59
60
61 62