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
2426
$2K ﹤0.01%
51
+1
2427
$2K ﹤0.01%
+400
2428
$2K ﹤0.01%
575
-575
2429
$2K ﹤0.01%
+65
2430
$2K ﹤0.01%
77
+2
2431
$2K ﹤0.01%
474
2432
$2K ﹤0.01%
41
2433
$2K ﹤0.01%
350
2434
$2K ﹤0.01%
+50
2435
$2K ﹤0.01%
23
-46
2436
$2K ﹤0.01%
51
2437
$2K ﹤0.01%
93
2438
$2K ﹤0.01%
10,053
+53
2439
$2K ﹤0.01%
390
2440
$2K ﹤0.01%
28
-36
2441
$2K ﹤0.01%
+56
2442
$1K ﹤0.01%
+15
2443
$1K ﹤0.01%
+386
2444
$1K ﹤0.01%
+12
2445
$1K ﹤0.01%
100
2446
$1K ﹤0.01%
30
2447
$1K ﹤0.01%
+100
2448
$1K ﹤0.01%
15
-30
2449
$1K ﹤0.01%
+100
2450
$1K ﹤0.01%
117
+34
96 97
98
99 100