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
2501
$1K ﹤0.01%
+211
2502
$1K ﹤0.01%
+100
2503
$1K ﹤0.01%
33
-1
2504
$1K ﹤0.01%
+300
2505
$1K ﹤0.01%
+3
2506
$1K ﹤0.01%
+75
2507
$1K ﹤0.01%
11
-89
2508
$1K ﹤0.01%
+50
2509
$1K ﹤0.01%
+2
2510
$1K ﹤0.01%
45
2511
$1K ﹤0.01%
+3
2512
$1K ﹤0.01%
19
2513
$1K ﹤0.01%
74
2514
$1K ﹤0.01%
42
+9
2515
$1K ﹤0.01%
100
-2,047
2516
$1K ﹤0.01%
8
-34
2517
$1K ﹤0.01%
+28
2518
$1K ﹤0.01%
+100
2519
$1K ﹤0.01%
68
2520
$1K ﹤0.01%
44
+12
2521
$1K ﹤0.01%
+36
2522
$1K ﹤0.01%
25
2523
$1K ﹤0.01%
+28
2524
$1K ﹤0.01%
300
2525
$1K ﹤0.01%
+595
99 100
101
102 103