SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
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
+$36.6M
2
+$22.9M
3
+$16.6M
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
+$49.2M
2
+$20.5M
3
+$20.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$15M
5
AMZN icon
Amazon
AMZN
+$14.5M

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%
25
2052
$1K ﹤0.01%
+39
2053
$1K ﹤0.01%
50
-7
2054
$1K ﹤0.01%
+40
2055
$1K ﹤0.01%
36
2056
$1K ﹤0.01%
86
2057
$1K ﹤0.01%
76
2058
$1K ﹤0.01%
500
-2,400
2059
$1K ﹤0.01%
5
-9
2060
$1K ﹤0.01%
100
2061
$1K ﹤0.01%
167
-107
2062
$1K ﹤0.01%
307
2063
$1K ﹤0.01%
500
2064
$1K ﹤0.01%
5
-8
2065
$1K ﹤0.01%
310
2066
$1K ﹤0.01%
200
-125
2067
$1K ﹤0.01%
32
2068
$1K ﹤0.01%
59
-499
2069
$1K ﹤0.01%
50
2070
$1K ﹤0.01%
115
2071
$1K ﹤0.01%
3
-13
2072
$1K ﹤0.01%
25
-618
2073
$1K ﹤0.01%
36
2074
$1K ﹤0.01%
106
-4,177
2075
$1K ﹤0.01%
75
81 82
83
84 85