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
1501
$12K ﹤0.01%
490
-2,719
1502
$12K ﹤0.01%
265
-704
1503
$12K ﹤0.01%
501
1504
$12K ﹤0.01%
285
+46
1505
$12K ﹤0.01%
1,400
+1,290
1506
$12K ﹤0.01%
319
-37,984
1507
$12K ﹤0.01%
264
-174
1508
$12K ﹤0.01%
300
-1,581
1509
$12K ﹤0.01%
110
-5
1510
$12K ﹤0.01%
423
-887
1511
$12K ﹤0.01%
875
-17,161
1512
$12K ﹤0.01%
86
1513
$12K ﹤0.01%
107
-1,354
1514
$12K ﹤0.01%
1,450
-443
1515
$12K ﹤0.01%
263
-54
1516
$12K ﹤0.01%
173
1517
$12K ﹤0.01%
1,801
-966
1518
$12K ﹤0.01%
230
1519
$12K ﹤0.01%
1,264
1520
$12K ﹤0.01%
385
-25
1521
$12K ﹤0.01%
+200
1522
$11K ﹤0.01%
+1,500
1523
$11K ﹤0.01%
134
-193
1524
$11K ﹤0.01%
564
-220
1525
$11K ﹤0.01%
141
+13
59 60
61
62 63