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
2151
$1K ﹤0.01%
30
2152
$1K ﹤0.01%
18
2153
$1K ﹤0.01%
298
2154
$1K ﹤0.01%
5
2155
$1K ﹤0.01%
+32
2156
$1K ﹤0.01%
96
+3
2157
$1K ﹤0.01%
228
+17
2158
$1K ﹤0.01%
100
2159
$1K ﹤0.01%
12
2160
$1K ﹤0.01%
34
-7,513
2161
$1K ﹤0.01%
81
2162
$1K ﹤0.01%
63
-500
2163
$1K ﹤0.01%
236
-185
2164
$1K ﹤0.01%
10
2165
$1K ﹤0.01%
52
+1
2166
– –
-2,799
2167
– –
-17
2168
– –
-9,387
2169
– –
-9,213
2170
– –
-326
2171
– –
-75
2172
– –
-183
2173
– –
-5,506
2174
– –
-91
2175
– –
-350
85 86
87
88 89