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
2376
$2K ﹤0.01%
68
-68
2377
$2K ﹤0.01%
63
-78
2378
$2K ﹤0.01%
1,150
-8,136
2379
$2K ﹤0.01%
+20
2380
$2K ﹤0.01%
108
+18
2381
$2K ﹤0.01%
+232
2382
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29
+5
2383
$2K ﹤0.01%
447
-51
2384
$2K ﹤0.01%
+34
2385
$2K ﹤0.01%
+60
2386
$2K ﹤0.01%
+125
2387
$2K ﹤0.01%
545
-1,071
2388
$2K ﹤0.01%
51
2389
$2K ﹤0.01%
52
+10
2390
$2K ﹤0.01%
+500
2391
$2K ﹤0.01%
111
+4
2392
$2K ﹤0.01%
88
-88
2393
$2K ﹤0.01%
108
-40,483
2394
$2K ﹤0.01%
24
-32
2395
$2K ﹤0.01%
100
2396
$2K ﹤0.01%
+70
2397
$2K ﹤0.01%
200
2398
$2K ﹤0.01%
+75
2399
$2K ﹤0.01%
+105
2400
$2K ﹤0.01%
19
+4
94 95
96
97 98