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
1826
$4K ﹤0.01%
452
-10,457
1827
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+10
1828
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3
-10
1829
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51
-100
1830
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496
+51
1831
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1832
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1833
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158
-17,355
1834
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+220
1835
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510
-100
1836
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70
1837
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+1,155
1838
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1,200
1839
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100
-62
1840
$4K ﹤0.01%
344
-813
1841
$4K ﹤0.01%
40
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1842
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167
1843
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1844
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1845
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8
1846
$3K ﹤0.01%
80
-100
1847
$3K ﹤0.01%
3
-107
1848
$3K ﹤0.01%
283
1849
$3K ﹤0.01%
31
-53
1850
$3K ﹤0.01%
45
72 73
74
75 76