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
2476
$1K ﹤0.01%
25
-18
2477
$1K ﹤0.01%
30
2478
$1K ﹤0.01%
+100
2479
$1K ﹤0.01%
15
-30
2480
$1K ﹤0.01%
+100
2481
$1K ﹤0.01%
30
2482
$1K ﹤0.01%
+15
2483
$1K ﹤0.01%
+100
2484
$1K ﹤0.01%
+3
2485
$1K ﹤0.01%
+16
2486
$1K ﹤0.01%
12
-12
2487
$1K ﹤0.01%
18
-18
2488
$1K ﹤0.01%
+298
2489
$1K ﹤0.01%
+90
2490
$1K ﹤0.01%
+16
2491
$1K ﹤0.01%
+151
2492
$1K ﹤0.01%
22
-332
2493
$1K ﹤0.01%
5
2494
$1K ﹤0.01%
+45
2495
$1K ﹤0.01%
20
-13
2496
$1K ﹤0.01%
+7
2497
$1K ﹤0.01%
+2
2498
$1K ﹤0.01%
+30
2499
$1K ﹤0.01%
38
-26
2500
$1K ﹤0.01%
93
+3
98 99
100
101 102