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
2276
$3K ﹤0.01%
55
2277
$3K ﹤0.01%
2,200
2278
$3K ﹤0.01%
102
+1
2279
$3K ﹤0.01%
+208
2280
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500
2281
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400
-400
2282
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40
2283
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+500
2284
$3K ﹤0.01%
35
2285
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11
-8
2286
$3K ﹤0.01%
37
-14
2287
$3K ﹤0.01%
+100
2288
$3K ﹤0.01%
215
+15
2289
$3K ﹤0.01%
31
-31
2290
$3K ﹤0.01%
66
-61
2291
$3K ﹤0.01%
251
2292
$3K ﹤0.01%
200
2293
$3K ﹤0.01%
+302
2294
$3K ﹤0.01%
+6
2295
$3K ﹤0.01%
+48
2296
$3K ﹤0.01%
279
-199
2297
$3K ﹤0.01%
+142
2298
$3K ﹤0.01%
722
-12,127
2299
$3K ﹤0.01%
100
-1,500
2300
$3K ﹤0.01%
328
+2
90 91
92
93 94