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
2551
– –
-12
2552
– –
-60
2553
– –
-38,561
2554
– –
-15
2555
– –
-40
2556
– –
-1,459
2557
– –
-500
2558
– –
-48
2559
– –
-52
2560
– –
-17,940
2561
– –
-996
2562
– –
-203
2563
– –
-300
2564
– –
-18
2565
– –
-1,000
2566
– –
-21
2567
– –
-569
2568
– –
-350
2569
– –
-55
2570
– –
-400
2571
– –
-30
2572
– –
-29
2573
– –
-96,342
2574
– –
-142
2575
– –
-795
99 100 101 102
103