SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,897
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.2M
3
+$14.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$11.1M

Top Sells

1
+$40.5M
2
+$35.5M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$19.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.8M

Sector Composition

1 Technology 10.75%
2 Financials 5.84%
3 Healthcare 5.53%
4 Consumer Discretionary 5.47%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$7K ﹤0.01%
+75
2052
$7K ﹤0.01%
513
-129
2053
$7K ﹤0.01%
272
2054
$7K ﹤0.01%
162
2055
$7K ﹤0.01%
4,000
2056
$7K ﹤0.01%
103
-3
2057
$6K ﹤0.01%
314
-70
2058
$6K ﹤0.01%
120
+20
2059
$6K ﹤0.01%
170
+18
2060
$6K ﹤0.01%
400
-400
2061
$6K ﹤0.01%
200
-1,020
2062
$6K ﹤0.01%
1,448
+2
2063
$6K ﹤0.01%
500
2064
$6K ﹤0.01%
150
2065
$6K ﹤0.01%
1,566
+321
2066
$6K ﹤0.01%
162
-42
2067
$6K ﹤0.01%
578
2068
$6K ﹤0.01%
36
2069
$6K ﹤0.01%
500
2070
$6K ﹤0.01%
100
2071
$6K ﹤0.01%
345
2072
$6K ﹤0.01%
180
-80
2073
$6K ﹤0.01%
149
2074
$6K ﹤0.01%
493
-119
2075
$6K ﹤0.01%
134
-54
81 82
83
84 85