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
1676
$7K ﹤0.01%
258
-4,157
1677
$7K ﹤0.01%
400
1678
$7K ﹤0.01%
47
-3
1679
$6K ﹤0.01%
255
+30
1680
$6K ﹤0.01%
64
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1681
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136
-169
1682
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1683
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206
-246
1684
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493
1685
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150
-2,000
1686
$6K ﹤0.01%
369
+6
1687
$6K ﹤0.01%
100
1688
$6K ﹤0.01%
+100
1689
$6K ﹤0.01%
36
-37
1690
$6K ﹤0.01%
802
-16,477
1691
$6K ﹤0.01%
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1692
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41
1693
$6K ﹤0.01%
260
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1694
$6K ﹤0.01%
543
1695
$6K ﹤0.01%
63
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1696
$6K ﹤0.01%
142
-37
1697
$6K ﹤0.01%
1,000
-6,014
1698
$6K ﹤0.01%
34
1699
$6K ﹤0.01%
109
1700
$6K ﹤0.01%
125
-181
66 67
68
69 70