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
$2.43B
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
2526
$1K ﹤0.01%
+100
2527
$1K ﹤0.01%
80
2528
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307
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2529
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500
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2530
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+13
2531
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310
2532
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+10
2533
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75
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2534
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22
2535
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2536
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32
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2537
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+180
2538
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87
2539
$1K ﹤0.01%
+127
2540
$1K ﹤0.01%
10
-51
2541
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133
2542
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210
+60
2543
$1K ﹤0.01%
+18
2544
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+105
2545
$1K ﹤0.01%
+31
2546
$1K ﹤0.01%
+20
2547
$1K ﹤0.01%
+16
2548
$1K ﹤0.01%
+10
2549
$1K ﹤0.01%
+20
2550
$1K ﹤0.01%
+5
100 101
102
103 104