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
2251
$3K ﹤0.01%
400
-2,900
2252
$3K ﹤0.01%
+60
2253
$3K ﹤0.01%
160
-812
2254
$3K ﹤0.01%
330
2255
$3K ﹤0.01%
124
2256
$3K ﹤0.01%
200
2257
$3K ﹤0.01%
+800
2258
$3K ﹤0.01%
100
-651
2259
$3K ﹤0.01%
66
-4,017
2260
$3K ﹤0.01%
380
2261
$3K ﹤0.01%
50
-68
2262
$3K ﹤0.01%
+143
2263
$3K ﹤0.01%
1,000
2264
$3K ﹤0.01%
63
2265
$3K ﹤0.01%
+88
2266
$3K ﹤0.01%
36
2267
$3K ﹤0.01%
342
-342
2268
$3K ﹤0.01%
637
-1,980
2269
$3K ﹤0.01%
494
2270
$3K ﹤0.01%
+3
2271
$3K ﹤0.01%
219
2272
$3K ﹤0.01%
+150
2273
$3K ﹤0.01%
82
+16
2274
$3K ﹤0.01%
100
2275
$3K ﹤0.01%
100
-100
89 90
91
92 93