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
1901
$3K ﹤0.01%
44
-25
1902
$3K ﹤0.01%
10
-33
1903
$3K ﹤0.01%
641
+4
1904
$3K ﹤0.01%
42
-18
1905
$3K ﹤0.01%
100
-300
1906
$3K ﹤0.01%
100
-100
1907
$3K ﹤0.01%
324
-1,361
1908
$3K ﹤0.01%
50
1909
$3K ﹤0.01%
75
+25
1910
$3K ﹤0.01%
165
-54
1911
$3K ﹤0.01%
100
1912
$3K ﹤0.01%
100
1913
$3K ﹤0.01%
2,200
1914
$3K ﹤0.01%
+1,000
1915
$3K ﹤0.01%
93
1916
$3K ﹤0.01%
98
-751
1917
$3K ﹤0.01%
+41
1918
$2K ﹤0.01%
427
-57
1919
$2K ﹤0.01%
300
1920
$2K ﹤0.01%
100
1921
$2K ﹤0.01%
10
-140
1922
$2K ﹤0.01%
+167
1923
$2K ﹤0.01%
100
1924
$2K ﹤0.01%
30
1925
$2K ﹤0.01%
8
75 76
77
78 79