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
1801
$4K ﹤0.01%
79
-270
1802
$4K ﹤0.01%
103
-10,437
1803
$4K ﹤0.01%
118
+55
1804
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190
1805
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1,000
1806
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519
1807
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200
1808
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106
1809
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50
-50
1810
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315
1811
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100
1812
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22
1813
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120
-166
1814
$4K ﹤0.01%
15
-129
1815
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+1,000
1816
$4K ﹤0.01%
36
-62
1817
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203
1818
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192
-2,994
1819
$4K ﹤0.01%
110
-160
1820
$4K ﹤0.01%
180
1821
$4K ﹤0.01%
100
-66
1822
$4K ﹤0.01%
+40
1823
$4K ﹤0.01%
1,000
1824
$4K ﹤0.01%
58
1825
$4K ﹤0.01%
73
71 72
73
74 75