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
1951
$2K ﹤0.01%
45
-503
1952
$2K ﹤0.01%
422
-195
1953
$2K ﹤0.01%
101
1954
$2K ﹤0.01%
48
1955
$2K ﹤0.01%
43
-410
1956
$2K ﹤0.01%
50
1957
$2K ﹤0.01%
16
-185
1958
$2K ﹤0.01%
+10
1959
$2K ﹤0.01%
+58
1960
$2K ﹤0.01%
42
1961
$2K ﹤0.01%
58
-69
1962
$2K ﹤0.01%
30
-2,443
1963
$2K ﹤0.01%
101
-213
1964
$2K ﹤0.01%
50
1965
$2K ﹤0.01%
11
1966
$2K ﹤0.01%
200
1967
$2K ﹤0.01%
68
1968
$2K ﹤0.01%
502
1969
$2K ﹤0.01%
2
+1
1970
$2K ﹤0.01%
900
-250
1971
$2K ﹤0.01%
144
-35
1972
$2K ﹤0.01%
623
-943
1973
$2K ﹤0.01%
400
-9,600
1974
$2K ﹤0.01%
4
1975
$2K ﹤0.01%
449
+2
77 78
79
80 81