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
2051
$1K ﹤0.01%
72
2052
$1K ﹤0.01%
25
2053
$1K ﹤0.01%
90
+62
2054
$1K ﹤0.01%
300
2055
$1K ﹤0.01%
211
-1,835
2056
$1K ﹤0.01%
37
2057
$1K ﹤0.01%
415
2058
$1K ﹤0.01%
100
2059
$1K ﹤0.01%
106
2060
$1K ﹤0.01%
52
-12
2061
$1K ﹤0.01%
22
2062
$1K ﹤0.01%
200
-17,000
2063
$1K ﹤0.01%
25
2064
$1K ﹤0.01%
+39
2065
$1K ﹤0.01%
+40
2066
$1K ﹤0.01%
36
2067
$1K ﹤0.01%
86
2068
$1K ﹤0.01%
76
2069
$1K ﹤0.01%
500
-2,400
2070
$1K ﹤0.01%
5
-9
2071
$1K ﹤0.01%
100
2072
$1K ﹤0.01%
132
-85
2073
$1K ﹤0.01%
307
2074
$1K ﹤0.01%
500
2075
$1K ﹤0.01%
5
-8
81 82
83
84 85