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
2101
$1K ﹤0.01%
88
-9,026
2102
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20
-130
2103
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2104
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26
-690
2105
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25
2106
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94
-14
2107
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2108
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100
-132
2109
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12
-17
2110
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100
2111
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10
-24
2112
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+178
2113
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50
2114
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42
2115
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554
+9
2116
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21
2117
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51
2118
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60
-11,756
2119
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115
+4
2120
$1K ﹤0.01%
174
2121
$1K ﹤0.01%
17
-6,549
2122
$1K ﹤0.01%
+125
2123
$1K ﹤0.01%
14
-211
2124
$1K ﹤0.01%
370
-4,601
2125
$1K ﹤0.01%
100
-1,242
83 84
85
86 87