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
2176
$4K ﹤0.01%
280
+3
2177
$4K ﹤0.01%
400
-400
2178
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300
2179
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997
2180
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330
2181
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24
-28
2182
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200
2183
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14
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2184
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78
2185
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80
-80
2186
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100
2187
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39
2188
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101
2189
$4K ﹤0.01%
215
-4,002
2190
$4K ﹤0.01%
153
+2
2191
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+100
2192
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+220
2193
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200
-500
2194
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175
-24
2195
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127
-125
2196
$4K ﹤0.01%
80
2197
$4K ﹤0.01%
76
-65
2198
$4K ﹤0.01%
47
-20
2199
$4K ﹤0.01%
+163
2200
$4K ﹤0.01%
344
+123
86 87
88
89 90