SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 4.25%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-11
2502
– –
-79
2503
– –
-4,327
2504
– –
-23
2505
– –
-471
2506
– –
-20,966
2507
– –
-1,233
2508
– –
-186
2509
– –
-12
2510
– –
-60
2511
– –
-38,561
2512
– –
-15
2513
– –
-40
2514
– –
-1,459
2515
– –
-300
2516
– –
-18
2517
– –
-1,000
2518
– –
-21
2519
– –
-569
2520
– –
-350
2521
– –
-55
2522
– –
-400
2523
– –
-30
2524
– –
-29
2525
– –
-96,342
99 100
101
102 103