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
2501
– –
-39
2502
– –
-53,669
2503
– –
-16
2504
– –
-209
2505
– –
-841
2506
– –
-2,083
2507
– –
-100
2508
– –
-33
2509
– –
-164
2510
– –
-41
2511
– –
-33
2512
– –
-281
2513
– –
-65
2514
– –
-611
2515
– –
-29
2516
– –
-355
2517
– –
-19,199
2518
– –
-327
2519
– –
-600
2520
– –
-6
2521
– –
-613
2522
– –
-845
2523
– –
-900
2524
– –
-33
2525
– –
-20
99 100
101
102 103