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
1651
$7K ﹤0.01%
335
1652
$7K ﹤0.01%
1,198
-763
1653
$7K ﹤0.01%
15
-21
1654
$7K ﹤0.01%
216
-712
1655
$7K ﹤0.01%
758
-12,500
1656
$7K ﹤0.01%
+900
1657
$7K ﹤0.01%
156
-506
1658
$7K ﹤0.01%
150
-457
1659
$7K ﹤0.01%
+250
1660
$7K ﹤0.01%
453
-634
1661
$7K ﹤0.01%
162
1662
$7K ﹤0.01%
421
1663
$7K ﹤0.01%
214
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1664
$7K ﹤0.01%
352
1665
$7K ﹤0.01%
2,865
-100
1666
$7K ﹤0.01%
390
-100
1667
$7K ﹤0.01%
124
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1668
$7K ﹤0.01%
+250
1669
$7K ﹤0.01%
3,182
-810
1670
$7K ﹤0.01%
100
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1671
$7K ﹤0.01%
1,153
-1,128
1672
$7K ﹤0.01%
+468
1673
$7K ﹤0.01%
239
-1,333
1674
$7K ﹤0.01%
550
-1,650
1675
$7K ﹤0.01%
513
65 66
67
68 69