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
1976
$2K ﹤0.01%
60
+20
1977
$2K ﹤0.01%
60
1978
$2K ﹤0.01%
218
-1,161
1979
$2K ﹤0.01%
98
-1,000
1980
$2K ﹤0.01%
42
-10
1981
$2K ﹤0.01%
500
1982
$2K ﹤0.01%
+55
1983
$2K ﹤0.01%
29
-185
1984
$2K ﹤0.01%
16
-126
1985
$2K ﹤0.01%
100
-900
1986
$2K ﹤0.01%
230
-273
1987
$2K ﹤0.01%
52
-49
1988
$2K ﹤0.01%
330
1989
$2K ﹤0.01%
144
-1,284
1990
$2K ﹤0.01%
79
-229
1991
$2K ﹤0.01%
100
1992
$2K ﹤0.01%
+80
1993
$2K ﹤0.01%
105
1994
$2K ﹤0.01%
300
-933
1995
$2K ﹤0.01%
51
-3,263
1996
$2K ﹤0.01%
133
-233
1997
$2K ﹤0.01%
210
-500
1998
$2K ﹤0.01%
2,000
1999
$2K ﹤0.01%
100
2000
$2K ﹤0.01%
76
-8,047
78 79
80
81 82