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
2526
$1K ﹤0.01%
+60
2527
$1K ﹤0.01%
100
2528
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+9
2529
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+1
2530
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37
2531
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50
-50
2532
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415
2533
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+100
2534
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64
+12
2535
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+17
2536
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21
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2537
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36
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2538
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+14
2539
$1K ﹤0.01%
+15
2540
$1K ﹤0.01%
80
2541
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307
-307
2542
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500
-350
2543
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+13
2544
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310
2545
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+10
2546
$1K ﹤0.01%
+240
2547
$1K ﹤0.01%
150
-150
2548
$1K ﹤0.01%
77
2549
$1K ﹤0.01%
32
-24
2550
$1K ﹤0.01%
+180
100 101
102
103 104