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
2076
$6K ﹤0.01%
64
+4
2077
$6K ﹤0.01%
660
-254
2078
$6K ﹤0.01%
155
-575
2079
$6K ﹤0.01%
102
+1
2080
$6K ﹤0.01%
125
2081
$6K ﹤0.01%
101
-574
2082
$6K ﹤0.01%
16
+3
2083
$6K ﹤0.01%
104
+1
2084
$6K ﹤0.01%
34
2085
$6K ﹤0.01%
106
2086
$6K ﹤0.01%
+250
2087
$6K ﹤0.01%
109
2088
$6K ﹤0.01%
55
+1
2089
$6K ﹤0.01%
301
-301
2090
$6K ﹤0.01%
367
2091
$6K ﹤0.01%
+187
2092
$6K ﹤0.01%
267
-266
2093
$6K ﹤0.01%
406
2094
$6K ﹤0.01%
119
2095
$6K ﹤0.01%
60
2096
$6K ﹤0.01%
200
-100
2097
$6K ﹤0.01%
125
2098
$6K ﹤0.01%
2,000
2099
$6K ﹤0.01%
+1,680
2100
$6K ﹤0.01%
140
82 83
84
85 86