SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$14.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$11.1M

Top Sells

1
+$40.5M
2
+$35.5M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$19.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.8M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$10K ﹤0.01%
328
-360
1902
$10K ﹤0.01%
+900
1903
$10K ﹤0.01%
364
-364
1904
$10K ﹤0.01%
308
+9
1905
$10K ﹤0.01%
716
+4
1906
$10K ﹤0.01%
677
-1
1907
$10K ﹤0.01%
279
+228
1908
$10K ﹤0.01%
221
+1
1909
$10K ﹤0.01%
239
-2,018
1910
$10K ﹤0.01%
1,000
1911
$10K ﹤0.01%
213
1912
$10K ﹤0.01%
800
1913
$10K ﹤0.01%
2,077
-60
1914
$10K ﹤0.01%
144
1915
$10K ﹤0.01%
+166
1916
$10K ﹤0.01%
356
-492
1917
$10K ﹤0.01%
84
-147
1918
$10K ﹤0.01%
498
1919
$10K ﹤0.01%
172
1920
$10K ﹤0.01%
200
1921
$10K ﹤0.01%
835
1922
$10K ﹤0.01%
716
1923
$10K ﹤0.01%
220
1924
$10K ﹤0.01%
352
1925
$10K ﹤0.01%
490
-16
75 76
77
78 79