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
1701
$6K ﹤0.01%
+25
1702
$6K ﹤0.01%
74
-1,976
1703
$6K ﹤0.01%
130
-4,971
1704
$6K ﹤0.01%
1,115
1705
$6K ﹤0.01%
152
-18
1706
$6K ﹤0.01%
189
1707
$6K ﹤0.01%
100
1708
$6K ﹤0.01%
86
1709
$6K ﹤0.01%
578
1710
$6K ﹤0.01%
55
1711
$6K ﹤0.01%
250
-137
1712
$6K ﹤0.01%
200
-92
1713
$6K ﹤0.01%
29
-46
1714
$6K ﹤0.01%
129
-6,484
1715
$6K ﹤0.01%
63
-2
1716
$6K ﹤0.01%
+200
1717
$6K ﹤0.01%
1,110
+1,020
1718
$6K ﹤0.01%
88
-130
1719
$6K ﹤0.01%
55
-1,005
1720
$6K ﹤0.01%
248
+123
1721
$6K ﹤0.01%
450
-700
1722
$6K ﹤0.01%
193
1723
$5K ﹤0.01%
49
-4,471
1724
$5K ﹤0.01%
1,800
+1,500
1725
$5K ﹤0.01%
2,000
+1,000
67 68
69
70 71