SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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
+$13.7M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.3M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$10.2M

Top Sells

1
+$36.5M
2
+$32.7M
3
+$28.8M
4
AMZN icon
Amazon
AMZN
+$16.5M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$16.5M

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
226
$1.69M 0.07%
19,021
+5,973
227
$1.69M 0.07%
5,674
-720
228
$1.68M 0.07%
8,528
-38,671
229
$1.66M 0.07%
4,744
-263
230
$1.66M 0.07%
36,414
-27,572
231
$1.65M 0.07%
18,110
-3,570
232
$1.64M 0.07%
62,236
+20,953
233
$1.64M 0.07%
33,728
+13,478
234
$1.64M 0.07%
62,211
+10,496
235
$1.63M 0.07%
32,742
+8,859
236
$1.63M 0.07%
26,204
-6,408
237
$1.63M 0.07%
2,995
-1,250
238
$1.62M 0.07%
129,981
-64,563
239
$1.62M 0.07%
25,550
-6,195
240
$1.62M 0.07%
5,825
-35,187
241
$1.57M 0.06%
75,109
-45,171
242
$1.56M 0.06%
14,571
-3,451
243
$1.56M 0.06%
7,756
-47,969
244
$1.54M 0.06%
4,561
-17,949
245
$1.53M 0.06%
20,327
-3,782
246
$1.51M 0.06%
133,469
+85,611
247
$1.5M 0.06%
36,822
-8,098
248
$1.5M 0.06%
3,156
-22,470
249
$1.5M 0.06%
38,303
+31,221
250
$1.49M 0.06%
20,680
-22,082
8 9
10
11 12