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
$2.71B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$8.4M
3
+$6.81M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$6.74M
5
AAPL icon
Apple
AAPL
+$6.09M

Top Sells

1
+$19.5M
2
+$11.2M
3
+$7.07M
4
ELV icon
Elevance Health
ELV
+$6.83M
5
ANET icon
Arista Networks
ANET
+$6.45M

Sector Composition

1 Technology 13.21%
2 Consumer Discretionary 5.46%
3 Healthcare 4.88%
4 Financials 4.24%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.08%
91,976
227
$2.09M 0.08%
17,345
+16,039
228
$2.09M 0.08%
52,706
-1,829
229
$2.05M 0.08%
32,855
-400
230
$2.05M 0.08%
9,067
+131
231
$2.03M 0.08%
17,425
+528
232
$2.01M 0.07%
54,856
+6,852
233
$2.01M 0.07%
20,542
-246
234
$2M 0.07%
+26,490
235
$1.99M 0.07%
30,867
+2,312
236
$1.98M 0.07%
64,791
+285
237
$1.95M 0.07%
12,305
+6,507
238
$1.93M 0.07%
68,053
+8,093
239
$1.93M 0.07%
9,278
-93
240
$1.92M 0.07%
66,911
+30,404
241
$1.92M 0.07%
17,751
+277
242
$1.91M 0.07%
109,176
-4,911
243
$1.9M 0.07%
13,158
+8
244
$1.9M 0.07%
22,577
+1,235
245
$1.89M 0.07%
12,402
+372
246
$1.89M 0.07%
15,838
-881
247
$1.88M 0.07%
25,036
+5,325
248
$1.86M 0.07%
78,652
+1,359
249
$1.85M 0.07%
17,878
-615
250
$1.81M 0.07%
9,321
-982
8 9
10
11 12