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
1926
$10K ﹤0.01%
286
+23
1927
$10K ﹤0.01%
308
-1,501
1928
$10K ﹤0.01%
270
-322
1929
$10K ﹤0.01%
63
-153
1930
$10K ﹤0.01%
423
1931
$10K ﹤0.01%
515
-485
1932
$10K ﹤0.01%
151
1933
$10K ﹤0.01%
43
-26
1934
$10K ﹤0.01%
+240
1935
$10K ﹤0.01%
+200
1936
$10K ﹤0.01%
1,000
1937
$9K ﹤0.01%
+1,745
1938
$9K ﹤0.01%
200
-331
1939
$9K ﹤0.01%
1,272
-8,820
1940
$9K ﹤0.01%
+9,500
1941
$9K ﹤0.01%
200
1942
$9K ﹤0.01%
128
1943
$9K ﹤0.01%
500
1944
$9K ﹤0.01%
+153
1945
$9K ﹤0.01%
154
-154
1946
$9K ﹤0.01%
+558
1947
$9K ﹤0.01%
+840
1948
$9K ﹤0.01%
180
+22
1949
$9K ﹤0.01%
190
-16,742
1950
$9K ﹤0.01%
546
-17,676
76 77
78
79 80