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
1526
$11K ﹤0.01%
1,441
-400
1527
$11K ﹤0.01%
251
1528
$11K ﹤0.01%
128
1529
$11K ﹤0.01%
85
-55
1530
$11K ﹤0.01%
400
-6,417
1531
$11K ﹤0.01%
331
-50
1532
$11K ﹤0.01%
1,000
-132,469
1533
$11K ﹤0.01%
4,140
+230
1534
$11K ﹤0.01%
187
-86
1535
$11K ﹤0.01%
635
-100
1536
$11K ﹤0.01%
250
-474
1537
$11K ﹤0.01%
913
1538
$11K ﹤0.01%
400
1539
$11K ﹤0.01%
200
1540
$11K ﹤0.01%
598
1541
$11K ﹤0.01%
221
1542
$11K ﹤0.01%
152
+140
1543
$11K ﹤0.01%
2,800
-8
1544
$11K ﹤0.01%
501
-12,457
1545
$11K ﹤0.01%
1,615
1546
$11K ﹤0.01%
140
1547
$11K ﹤0.01%
+3
1548
$11K ﹤0.01%
148
1549
$11K ﹤0.01%
55
-314
1550
$11K ﹤0.01%
200
60 61
62
63 64