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
1551
$11K ﹤0.01%
3,830
-2,000
1552
$11K ﹤0.01%
100
-5,131
1553
$11K ﹤0.01%
642
-2,495
1554
$10K ﹤0.01%
+500
1555
$10K ﹤0.01%
34
1556
$10K ﹤0.01%
402
-193
1557
$10K ﹤0.01%
+519
1558
$10K ﹤0.01%
295
-202
1559
$10K ﹤0.01%
566
-426
1560
$10K ﹤0.01%
1,620
-2,029
1561
$10K ﹤0.01%
+500
1562
$10K ﹤0.01%
100
-1,440
1563
$10K ﹤0.01%
1,812
1564
$10K ﹤0.01%
314
1565
$10K ﹤0.01%
163
-64
1566
$10K ﹤0.01%
334
-4,540
1567
$10K ﹤0.01%
244
-188
1568
$10K ﹤0.01%
375
-3,817
1569
$10K ﹤0.01%
409
+6
1570
$10K ﹤0.01%
200
1571
$10K ﹤0.01%
+53
1572
$10K ﹤0.01%
268
-5,567
1573
$10K ﹤0.01%
+450
1574
$10K ﹤0.01%
352
1575
$10K ﹤0.01%
325
-7,635
61 62
63
64 65