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
2326
$2K ﹤0.01%
20
-47
2327
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42
2328
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+24
2329
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45
-4
2330
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72
-6,802
2331
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20
2332
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+30
2333
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100
-1,847
2334
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8
2335
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106
2336
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+80
2337
$2K ﹤0.01%
710
2338
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45
-45
2339
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15
2340
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140
2341
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164
-880
2342
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50
2343
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+34
2344
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86
-58
2345
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+32
2346
$2K ﹤0.01%
+76
2347
$2K ﹤0.01%
42
2348
$2K ﹤0.01%
10
-118
2349
$2K ﹤0.01%
103
-757
2350
$2K ﹤0.01%
274
+107
92 93
94
95 96