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
1951
$9K ﹤0.01%
200
-316
1952
$9K ﹤0.01%
84
1953
$9K ﹤0.01%
109
1954
$9K ﹤0.01%
316
+6
1955
$9K ﹤0.01%
108
-20
1956
$9K ﹤0.01%
1,087
-39
1957
$9K ﹤0.01%
664
+9
1958
$9K ﹤0.01%
360
1959
$9K ﹤0.01%
+1,000
1960
$9K ﹤0.01%
617
1961
$9K ﹤0.01%
250
1962
$9K ﹤0.01%
506
-6
1963
$9K ﹤0.01%
143
-2,540
1964
$9K ﹤0.01%
+600
1965
$9K ﹤0.01%
34
-23
1966
$9K ﹤0.01%
+30
1967
$9K ﹤0.01%
292
-92
1968
$9K ﹤0.01%
659
+14
1969
$9K ﹤0.01%
710
1970
$9K ﹤0.01%
428
-1,829
1971
$9K ﹤0.01%
213
-187
1972
$9K ﹤0.01%
635
-30
1973
$9K ﹤0.01%
50
1974
$8K ﹤0.01%
1,812
+200
1975
$8K ﹤0.01%
198
+18
77 78
79
80 81