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
2026
$2K ﹤0.01%
94
-2,128
2027
$1K ﹤0.01%
114
+4
2028
$1K ﹤0.01%
26
-51
2029
$1K ﹤0.01%
60
2030
$1K ﹤0.01%
30
-15
2031
$1K ﹤0.01%
3
2032
$1K ﹤0.01%
40
-10
2033
$1K ﹤0.01%
24
2034
$1K ﹤0.01%
5,024
+22
2035
$1K ﹤0.01%
20
-8
2036
$1K ﹤0.01%
30
2037
$1K ﹤0.01%
50
-7
2038
$1K ﹤0.01%
53
-170
2039
$1K ﹤0.01%
+105
2040
$1K ﹤0.01%
272
2041
$1K ﹤0.01%
50
-100
2042
$1K ﹤0.01%
19
2043
$1K ﹤0.01%
74
2044
$1K ﹤0.01%
+200
2045
$1K ﹤0.01%
33
-9
2046
$1K ﹤0.01%
28
2047
$1K ﹤0.01%
19
-26
2048
$1K ﹤0.01%
+150
2049
$1K ﹤0.01%
68
2050
$1K ﹤0.01%
32
-12
80 81
82
83 84