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
2551
$1K ﹤0.01%
87
2552
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+127
2553
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10
-51
2554
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133
2555
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210
+60
2556
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+18
2557
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+105
2558
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+31
2559
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+20
2560
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+16
2561
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+10
2562
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+20
2563
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+5
2564
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2565
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+31
2566
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+40
2567
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2568
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2569
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50
2570
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2571
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+15
2572
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+12
2573
$1K ﹤0.01%
+10
2574
$1K ﹤0.01%
800
2575
$1K ﹤0.01%
+174
101 102
103
104 105