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
1726
$5K ﹤0.01%
212
1727
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1728
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1729
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176
-199
1730
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-17
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1733
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1734
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1735
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1736
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+1
1737
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1738
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1739
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106
1740
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1741
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1742
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1,000
1743
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665
-26,945
1744
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1745
$5K ﹤0.01%
100
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1746
$5K ﹤0.01%
300
-2,217
1747
$5K ﹤0.01%
513
+371
1748
$5K ﹤0.01%
42
1749
$5K ﹤0.01%
500
1750
$5K ﹤0.01%
588
-100
68 69
70
71 72