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
176
$1.29M 0.08%
12,576
-12,416
177
$1.28M 0.08%
17,701
-560
178
$1.26M 0.08%
5,649
-4,000
179
$1.25M 0.08%
4,270
-1,404
180
$1.25M 0.08%
19,821
+1,357
181
$1.24M 0.08%
4,073
-488
182
$1.23M 0.07%
18,103
-10,006
183
$1.22M 0.07%
11,928
-542
184
$1.22M 0.07%
14,684
-6,903
185
$1.2M 0.07%
12,659
-1,066
186
$1.19M 0.07%
16,010
-1,526
187
$1.19M 0.07%
10,528
-7,010
188
$1.19M 0.07%
28,510
-12,252
189
$1.18M 0.07%
76,018
-10,043
190
$1.18M 0.07%
6,295
-4,734
191
$1.16M 0.07%
42,006
192
$1.15M 0.07%
5,566
+3,855
193
$1.15M 0.07%
19,184
-4,956
194
$1.15M 0.07%
41,086
-150
195
$1.14M 0.07%
2,244
-751
196
$1.12M 0.07%
5,979
-1,777
197
$1.12M 0.07%
19,662
-5,059
198
$1.11M 0.07%
26,973
-5,655
199
$1.11M 0.07%
15,608
-11,800
200
$1.11M 0.07%
13,551
-12,861
6 7
8
9 10