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
201
$1.1M 0.07%
23,245
-21,355
202
$1.1M 0.07%
4,895
-6,793
203
$1.09M 0.07%
14,215
-24,947
204
$1.08M 0.07%
80,510
-6,748
205
$1.08M 0.07%
45,311
-91,359
206
$1.08M 0.07%
6,444
-6,197
207
$1.08M 0.07%
13,561
-443
208
$1.06M 0.06%
33,490
-6,554
209
$1.04M 0.06%
44,009
210
$1.01M 0.06%
12,247
-6,774
211
$1.01M 0.06%
38,044
+21,776
212
$993K 0.06%
24,835
-28,579
213
$985K 0.06%
20,883
-83,737
214
$982K 0.06%
4,277
-710
215
$978K 0.06%
30,872
+12,363
216
$965K 0.06%
+102,473
217
$963K 0.06%
19,541
-15,242
218
$960K 0.06%
2,543
-613
219
$946K 0.06%
2,866
-312
220
$932K 0.06%
18,128
-436
221
$928K 0.06%
32,410
-2,189
222
$927K 0.06%
10,811
-1,890
223
$920K 0.06%
3,836
-4,867
224
$910K 0.06%
10,500
-17,696
225
$906K 0.06%
17,874
-22,607
7 8
9
10 11