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
2126
$1K ﹤0.01%
21
2127
$1K ﹤0.01%
51
2128
$1K ﹤0.01%
60
-11,756
2129
$1K ﹤0.01%
115
+4
2130
$1K ﹤0.01%
174
2131
$1K ﹤0.01%
17
-6,549
2132
$1K ﹤0.01%
+125
2133
$1K ﹤0.01%
14
-211
2134
$1K ﹤0.01%
370
-4,601
2135
$1K ﹤0.01%
100
-1,242
2136
$1K ﹤0.01%
+38
2137
$1K ﹤0.01%
33
-1,491
2138
$1K ﹤0.01%
100
2139
$1K ﹤0.01%
30
2140
$1K ﹤0.01%
12
-2,740
2141
$1K ﹤0.01%
15
2142
$1K ﹤0.01%
83
-34
2143
$1K ﹤0.01%
8
2144
$1K ﹤0.01%
14
2145
$1K ﹤0.01%
20
-1,640
2146
$1K ﹤0.01%
1
2147
$1K ﹤0.01%
16
-5,800
2148
$1K ﹤0.01%
414
-5,479
2149
$1K ﹤0.01%
+36
2150
$1K ﹤0.01%
+13
84 85
86
87 88