SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$14.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$11.1M

Top Sells

1
+$40.5M
2
+$35.5M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$19.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.8M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$21K ﹤0.01%
975
-12,497
1652
$21K ﹤0.01%
1,343
+579
1653
$21K ﹤0.01%
430
-2,208
1654
$21K ﹤0.01%
317
-318
1655
$21K ﹤0.01%
428
-711
1656
$21K ﹤0.01%
900
1657
$21K ﹤0.01%
+337
1658
$21K ﹤0.01%
2,000
1659
$21K ﹤0.01%
+965
1660
$21K ﹤0.01%
250
1661
$21K ﹤0.01%
+992
1662
$21K ﹤0.01%
+800
1663
$21K ﹤0.01%
373
-300
1664
$21K ﹤0.01%
1,663
-3,326
1665
$20K ﹤0.01%
2,000
1666
$20K ﹤0.01%
679
-500
1667
$20K ﹤0.01%
448
1668
$20K ﹤0.01%
1,900
1669
$20K ﹤0.01%
600
1670
$20K ﹤0.01%
1,839
1671
$20K ﹤0.01%
441
1672
$20K ﹤0.01%
1,464
-1,464
1673
$20K ﹤0.01%
+503
1674
$20K ﹤0.01%
665
-440
1675
$20K ﹤0.01%
169
65 66
67
68 69