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
1576
$10K ﹤0.01%
500
1577
$10K ﹤0.01%
630
-5
1578
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336
-472
1579
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409
-4,854
1580
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236
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1581
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2,330
-2,500
1582
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1,131
-770
1583
$10K ﹤0.01%
1,457
-7,487
1584
$10K ﹤0.01%
1,000
1585
$9K ﹤0.01%
180
-18
1586
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354
-1,284
1587
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+200
1588
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318
1589
$9K ﹤0.01%
100
1590
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327
-100
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+2,000
1592
$9K ﹤0.01%
126
-63
1593
$9K ﹤0.01%
+1,110
1594
$9K ﹤0.01%
172
1595
$9K ﹤0.01%
558
+449
1596
$9K ﹤0.01%
175
1597
$9K ﹤0.01%
142
-44
1598
$9K ﹤0.01%
67
-2
1599
$9K ﹤0.01%
42
-40
1600
$9K ﹤0.01%
835
62 63
64
65 66