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
1751
$5K ﹤0.01%
1,000
-100
1752
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107
-323
1753
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+40
1754
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88
1755
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100
-43
1756
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100
1757
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+63
1758
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216
1759
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1760
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2,000
1761
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100
1762
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1763
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130
-3,378
1764
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874
+400
1765
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500
1766
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315
+5
1767
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500
1768
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61
-60
1769
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300
1770
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330
1771
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130
-83
1772
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116
1773
$4K ﹤0.01%
37
-97
1774
$4K ﹤0.01%
134
-1
1775
$4K ﹤0.01%
197
-482
69 70
71
72 73