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
1851
$3K ﹤0.01%
59
-584
1852
$3K ﹤0.01%
100
1853
$3K ﹤0.01%
235
-8,064
1854
$3K ﹤0.01%
88
-296
1855
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35
1856
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37
1857
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+100
1858
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403
-35,097
1859
$3K ﹤0.01%
372
-3,800
1860
$3K ﹤0.01%
38
-1
1861
$3K ﹤0.01%
200
1862
$3K ﹤0.01%
99
-209
1863
$3K ﹤0.01%
302
1864
$3K ﹤0.01%
155
+2
1865
$3K ﹤0.01%
220
1866
$3K ﹤0.01%
285
+6
1867
$3K ﹤0.01%
142
1868
$3K ﹤0.01%
100
-300
1869
$3K ﹤0.01%
170
-8,802
1870
$3K ﹤0.01%
1,579
-12,142
1871
$3K ﹤0.01%
927
1872
$3K ﹤0.01%
8
-78
1873
$3K ﹤0.01%
+150
1874
$3K ﹤0.01%
88
-3
1875
$3K ﹤0.01%
868
+713
73 74
75
76 77