SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
+$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,641
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$26.6M
3
+$25M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$11M

Top Sells

1
+$13M
2
+$11M
3
+$10.4M
4
TMUS icon
T-Mobile US
TMUS
+$5.03M
5
A icon
Agilent Technologies
A
+$4.65M

Sector Composition

1 Technology 11.14%
2 Consumer Discretionary 5.59%
3 Financials 4.94%
4 Healthcare 4.41%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$612 ﹤0.01%
50
2452
$608 ﹤0.01%
+25
2453
$600 ﹤0.01%
+706
2454
$594 ﹤0.01%
+155
2455
$589 ﹤0.01%
20
2456
$576 ﹤0.01%
10
2457
$576 ﹤0.01%
10
2458
$569 ﹤0.01%
+121
2459
$559 ﹤0.01%
65
+1
2460
$536 ﹤0.01%
+32
2461
$535 ﹤0.01%
40
2462
$523 ﹤0.01%
12
2463
$519 ﹤0.01%
+98
2464
$518 ﹤0.01%
+4
2465
$511 ﹤0.01%
+125
2466
$505 ﹤0.01%
+83
2467
$503 ﹤0.01%
28
2468
– –
-622
2469
– –
-2,420
2470
– –
-27
2471
– –
-421
2472
– –
-2,238
2473
– –
-2,500
2474
– –
-25
2475
– –
-150
97 98
99
100 101