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
1601
$9K ﹤0.01%
205
-15
1602
$9K ﹤0.01%
301
-42
1603
$9K ﹤0.01%
36
1604
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+325
1605
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149
-15
1606
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173
-320
1607
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673
+14
1608
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+1,735
1609
$9K ﹤0.01%
107
-615
1610
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+20
1611
$9K ﹤0.01%
500
-3,700
1612
$8K ﹤0.01%
93
-1,822
1613
$8K ﹤0.01%
189
1614
$8K ﹤0.01%
887
+112
1615
$8K ﹤0.01%
193
+49
1616
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100
-180
1617
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360
-374
1618
$8K ﹤0.01%
346
-88
1619
$8K ﹤0.01%
215
1620
$8K ﹤0.01%
200
1621
$8K ﹤0.01%
109
1622
$8K ﹤0.01%
108
1623
$8K ﹤0.01%
453
1624
$8K ﹤0.01%
113
1625
$8K ﹤0.01%
974
-822
63 64
65
66 67