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
1876
$3K ﹤0.01%
607
1877
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203
1878
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212
1879
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350
-30
1880
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161
-1,043
1881
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1,400
+600
1882
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168
-338
1883
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120
-5
1884
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456
1885
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100
1886
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165
+5
1887
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+144
1888
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124
1889
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60
+35
1890
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800
1891
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302
-199
1892
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66
1893
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100
-1,524
1894
$3K ﹤0.01%
501
-47
1895
$3K ﹤0.01%
1,000
-3,776
1896
$3K ﹤0.01%
200
-26,540
1897
$3K ﹤0.01%
300
1898
$3K ﹤0.01%
238
-1,185
1899
$3K ﹤0.01%
139
1900
$3K ﹤0.01%
+102
74 75
76
77 78