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
2101
$6K ﹤0.01%
193
2102
$6K ﹤0.01%
2,000
2103
$6K ﹤0.01%
500
2104
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+400
2105
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459
+11
2106
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42
+1
2107
$5K ﹤0.01%
100
2108
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95
-75
2109
$5K ﹤0.01%
225
-1,500
2110
$5K ﹤0.01%
116
2111
$5K ﹤0.01%
1,000
2112
$5K ﹤0.01%
300
2113
$5K ﹤0.01%
+162
2114
$5K ﹤0.01%
500
2115
$5K ﹤0.01%
2,000
-2,000
2116
$5K ﹤0.01%
+500
2117
$5K ﹤0.01%
560
+60
2118
$5K ﹤0.01%
150
2119
$5K ﹤0.01%
+996
2120
$5K ﹤0.01%
400
2121
$5K ﹤0.01%
236
+9
2122
$5K ﹤0.01%
+143
2123
$5K ﹤0.01%
170
2124
$5K ﹤0.01%
330
2125
$5K ﹤0.01%
327
-627
83 84
85
86 87