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
2001
$2K ﹤0.01%
223
-1,364
2002
$2K ﹤0.01%
36
2003
$2K ﹤0.01%
25
-250
2004
$2K ﹤0.01%
+80
2005
$2K ﹤0.01%
26
2006
$2K ﹤0.01%
130
+2
2007
$2K ﹤0.01%
30
2008
$2K ﹤0.01%
106
2009
$2K ﹤0.01%
66
+28
2010
$2K ﹤0.01%
55
2011
$2K ﹤0.01%
12
-1,126
2012
$2K ﹤0.01%
50
2013
$2K ﹤0.01%
92
-900
2014
$2K ﹤0.01%
30
-517
2015
$2K ﹤0.01%
494
2016
$2K ﹤0.01%
3
2017
$2K ﹤0.01%
100
2018
$2K ﹤0.01%
63
-19
2019
$2K ﹤0.01%
268
-1,004
2020
$2K ﹤0.01%
116
-345
2021
$2K ﹤0.01%
65
2022
$2K ﹤0.01%
41
2023
$2K ﹤0.01%
34
-21
2024
$2K ﹤0.01%
23
2025
$2K ﹤0.01%
51
79 80
81
82 83