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
151
$1.65M 0.1%
71,316
-41,542
152
$1.61M 0.1%
36,396
-7,968
153
$1.55M 0.09%
21,359
-763
154
$1.55M 0.09%
18,709
-4,925
155
$1.52M 0.09%
12,810
-8,348
156
$1.52M 0.09%
50,363
-52,889
157
$1.52M 0.09%
43,600
-15,828
158
$1.5M 0.09%
9,156
-2,995
159
$1.49M 0.09%
17,693
-13,712
160
$1.48M 0.09%
24,183
-17,825
161
$1.47M 0.09%
15,749
-764
162
$1.46M 0.09%
15,268
-12,630
163
$1.46M 0.09%
39,869
-85,785
164
$1.45M 0.09%
14,659
-41,882
165
$1.44M 0.09%
18,129
-20,045
166
$1.4M 0.09%
63,513
-14,118
167
$1.4M 0.08%
5,071
-3,007
168
$1.39M 0.08%
10,608
-16,970
169
$1.37M 0.08%
19,186
-1,141
170
$1.36M 0.08%
44,527
+43,510
171
$1.36M 0.08%
10,418
-14,559
172
$1.35M 0.08%
35,623
-60,973
173
$1.33M 0.08%
6,124
+1,116
174
$1.32M 0.08%
55,900
-43,470
175
$1.29M 0.08%
29,079
-26,236
5 6
7
8 9