SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$36.6M
2
+$22.9M
3
+$16.6M
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
+$49.2M
2
+$20.5M
3
+$20.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15M
5
AMZN icon
Amazon
AMZN
+$14.5M

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%
212
1877
$3K ﹤0.01%
350
-30
1878
$3K ﹤0.01%
161
-1,043
1879
$3K ﹤0.01%
1,400
+600
1880
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168
-338
1881
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120
-5
1882
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456
1883
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100
1884
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165
+5
1885
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+144
1886
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124
1887
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60
+35
1888
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800
1889
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302
-199
1890
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66
1891
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100
-1,524
1892
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501
-47
1893
$3K ﹤0.01%
1,000
-3,776
1894
$3K ﹤0.01%
200
-26,540
1895
$3K ﹤0.01%
300
1896
$3K ﹤0.01%
238
-1,185
1897
$3K ﹤0.01%
139
1898
$3K ﹤0.01%
+102
1899
$3K ﹤0.01%
44
-25
1900
$3K ﹤0.01%
10
-33
74 75
76
77 78