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
2126
$1K ﹤0.01%
+38
2127
$1K ﹤0.01%
33
-1,491
2128
$1K ﹤0.01%
100
2129
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30
2130
$1K ﹤0.01%
12
-2,740
2131
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23
2132
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83
-34
2133
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8
2134
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14
2135
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20
-1,640
2136
$1K ﹤0.01%
1
2137
$1K ﹤0.01%
16
-5,800
2138
$1K ﹤0.01%
41
-548
2139
$1K ﹤0.01%
+36
2140
$1K ﹤0.01%
+13
2141
$1K ﹤0.01%
30
2142
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18
2143
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298
2144
$1K ﹤0.01%
5
2145
$1K ﹤0.01%
+32
2146
$1K ﹤0.01%
96
+3
2147
$1K ﹤0.01%
228
+17
2148
$1K ﹤0.01%
100
2149
$1K ﹤0.01%
12
2150
$1K ﹤0.01%
34
-7,513
84 85
86
87 88