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
2076
$1K ﹤0.01%
22
2077
$1K ﹤0.01%
77
2078
$1K ﹤0.01%
19
-245
2079
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137
-2
2080
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150
-60
2081
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53
-170
2082
$1K ﹤0.01%
100
-5
2083
– –
0
2084
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115
-601
2085
$1K ﹤0.01%
10
2086
$1K ﹤0.01%
100
-375
2087
$1K ﹤0.01%
2
-6
2088
$1K ﹤0.01%
5
2089
$1K ﹤0.01%
313
-409
2090
$1K ﹤0.01%
49
2091
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100
2092
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109
-219
2093
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10
2094
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200
2095
$1K ﹤0.01%
13
2096
$1K ﹤0.01%
27
-150
2097
$1K ﹤0.01%
100
-5,600
2098
$1K ﹤0.01%
100
2099
$1K ﹤0.01%
104
-240
2100
$1K ﹤0.01%
70
-190
82 83
84
85 86