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
2301
$3K ﹤0.01%
927
2302
$3K ﹤0.01%
+502
2303
$3K ﹤0.01%
+2,500
2304
$3K ﹤0.01%
75
-75
2305
$3K ﹤0.01%
+190
2306
$3K ﹤0.01%
20
2307
$3K ﹤0.01%
179
-221
2308
$3K ﹤0.01%
91
+50
2309
$3K ﹤0.01%
79
+1
2310
$3K ﹤0.01%
+203
2311
$3K ﹤0.01%
380
+30
2312
$3K ﹤0.01%
500
-500
2313
$3K ﹤0.01%
327
-327
2314
$3K ﹤0.01%
224
-287
2315
$3K ﹤0.01%
45
-45
2316
$3K ﹤0.01%
+500
2317
$3K ﹤0.01%
+60
2318
$3K ﹤0.01%
480
2319
$3K ﹤0.01%
70
-70
2320
$2K ﹤0.01%
4
2321
$2K ﹤0.01%
+400
2322
$2K ﹤0.01%
+100
2323
$2K ﹤0.01%
484
+57
2324
$2K ﹤0.01%
272
-272
2325
$2K ﹤0.01%
300
91 92
93
94 95