SWM

Spire Wealth Management Portfolio holdings

AUM $2.78B
1-Year Est. Return 19.36%
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$780M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,750
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$22.9M
3
+$15.6M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11M

Top Sells

1
+$43.3M
2
+$18.2M
3
+$18.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M
5
AMZN icon
Amazon
AMZN
+$13M

Sector Composition

1 Technology 9.04%
2 Consumer Discretionary 6.14%
3 Financials 4.75%
4 Healthcare 4.23%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.2M 3.72%
170,705
-50,664
2
$54.7M 3.32%
395,927
-313,446
3
$53.5M 3.25%
1,065,673
+39,938
4
$52.1M 3.17%
902,092
+624,347
5
$51.8M 3.15%
471,018
+208,372
6
$40.5M 2.46%
358,687
-114,978
7
$31.1M 1.89%
133,538
-77,784
8
$30.7M 1.87%
335,613
+131,040
9
$30.5M 1.85%
1,462,418
+750,038
10
$29.1M 1.77%
302,034
-49,394
11
$25M 1.52%
81,421
-11,173
12
$24.8M 1.51%
259,793
-92,087
13
$23.4M 1.42%
71,286
-26,623
14
$22.4M 1.36%
224,009
+109,764
15
$21.2M 1.29%
59,316
-37,852
16
$20.3M 1.24%
457,787
-38,294
17
$19.7M 1.2%
453,144
-54,175
18
$19.7M 1.19%
431,295
-35,939
19
$19.4M 1.18%
599,009
-44,177
20
$19M 1.15%
106,823
-46,340
21
$17.8M 1.08%
146,676
+1,244
22
$16.9M 1.02%
35,709
-12,788
23
$16.6M 1.01%
380,345
-161,730
24
$15M 0.91%
121,223
-8,100
25
$14.5M 0.88%
112,863
-37,838
1
2 3 4 5