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
1926
$2K ﹤0.01%
50
-560
1927
$2K ﹤0.01%
80
1928
$2K ﹤0.01%
140
1929
$2K ﹤0.01%
46
-404
1930
$2K ﹤0.01%
55
-8,298
1931
$2K ﹤0.01%
104
-60
1932
$2K ﹤0.01%
50
1933
$2K ﹤0.01%
500
1934
$2K ﹤0.01%
47
+26
1935
$2K ﹤0.01%
42
1936
$2K ﹤0.01%
593
-403
1937
$2K ﹤0.01%
229
1938
$2K ﹤0.01%
215
1939
$2K ﹤0.01%
+51
1940
$2K ﹤0.01%
100
1941
$2K ﹤0.01%
29
1942
$2K ﹤0.01%
179
1943
$2K ﹤0.01%
42
1944
$2K ﹤0.01%
56
-5,006
1945
$2K ﹤0.01%
130
+43
1946
$2K ﹤0.01%
+300
1947
$2K ﹤0.01%
28
1948
$2K ﹤0.01%
215
-2,323
1949
$2K ﹤0.01%
500
-4,850
1950
$2K ﹤0.01%
50
-507
76 77
78
79 80