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
1776
$4K ﹤0.01%
101
1777
$4K ﹤0.01%
261
-19
1778
$4K ﹤0.01%
300
1779
$4K ﹤0.01%
155
1780
$4K ﹤0.01%
102
1781
$4K ﹤0.01%
330
1782
$4K ﹤0.01%
50
-184
1783
$4K ﹤0.01%
200
1784
$4K ﹤0.01%
79
+1
1785
$4K ﹤0.01%
110
-379
1786
$4K ﹤0.01%
100
1787
$4K ﹤0.01%
101
1788
$4K ﹤0.01%
215
1789
$4K ﹤0.01%
+35
1790
$4K ﹤0.01%
83
-7,053
1791
$4K ﹤0.01%
765
-17,773
1792
$4K ﹤0.01%
137
-564
1793
$4K ﹤0.01%
100
1794
$4K ﹤0.01%
130
-889
1795
$4K ﹤0.01%
+25
1796
$4K ﹤0.01%
114
1797
$4K ﹤0.01%
260
-765
1798
$4K ﹤0.01%
122
-157
1799
$4K ﹤0.01%
47
1800
$4K ﹤0.01%
+197
70 71
72
73 74