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
2401
$2K ﹤0.01%
+359
2402
$2K ﹤0.01%
300
2403
$2K ﹤0.01%
+2,000
2404
$2K ﹤0.01%
100
-100
2405
$2K ﹤0.01%
100
2406
$2K ﹤0.01%
130
2407
$2K ﹤0.01%
300
2408
$2K ﹤0.01%
66
-813
2409
$2K ﹤0.01%
26
+1
2410
$2K ﹤0.01%
128
-165
2411
$2K ﹤0.01%
55
2412
$2K ﹤0.01%
+110
2413
$2K ﹤0.01%
50
2414
$2K ﹤0.01%
17
-3
2415
$2K ﹤0.01%
+50
2416
$2K ﹤0.01%
+100
2417
$2K ﹤0.01%
+1,000
2418
$2K ﹤0.01%
183
2419
$2K ﹤0.01%
101
2420
$2K ﹤0.01%
70
2421
$2K ﹤0.01%
+229
2422
$2K ﹤0.01%
+1,200
2423
$2K ﹤0.01%
100
2424
$2K ﹤0.01%
421
2425
$2K ﹤0.01%
27
-3
95 96
97
98 99