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
2076
$1K ﹤0.01%
310
2077
$1K ﹤0.01%
200
-125
2078
$1K ﹤0.01%
32
2079
$1K ﹤0.01%
59
-499
2080
$1K ﹤0.01%
50
2081
$1K ﹤0.01%
115
2082
$1K ﹤0.01%
3
-13
2083
$1K ﹤0.01%
25
-618
2084
$1K ﹤0.01%
36
2085
$1K ﹤0.01%
106
-4,177
2086
$1K ﹤0.01%
75
2087
$1K ﹤0.01%
22
2088
$1K ﹤0.01%
77
2089
$1K ﹤0.01%
19
-245
2090
$1K ﹤0.01%
137
-2
2091
$1K ﹤0.01%
150
-60
2092
$1K ﹤0.01%
100
-5
2093
– –
0
2094
$1K ﹤0.01%
115
-601
2095
$1K ﹤0.01%
10
2096
$1K ﹤0.01%
100
-375
2097
$1K ﹤0.01%
2
-6
2098
$1K ﹤0.01%
5
2099
$1K ﹤0.01%
313
-409
2100
$1K ﹤0.01%
49
82 83
84
85 86