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
2601
$1K ﹤0.01%
300
2602
$1K ﹤0.01%
+3
2603
$1K ﹤0.01%
+75
2604
$1K ﹤0.01%
+34
2605
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24
-34
2606
$1K ﹤0.01%
100
2607
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+2
2608
$1K ﹤0.01%
+5
2609
$1K ﹤0.01%
+25
2610
$1K ﹤0.01%
+30
2611
$1K ﹤0.01%
+123
2612
$1K ﹤0.01%
+100
2613
$1K ﹤0.01%
+1
2614
$1K ﹤0.01%
42
+9
2615
$1K ﹤0.01%
100
-2,047
2616
$1K ﹤0.01%
8
-34
2617
$1K ﹤0.01%
+28
2618
$1K ﹤0.01%
+100
2619
$1K ﹤0.01%
68
2620
$1K ﹤0.01%
44
+12
2621
$1K ﹤0.01%
+36
2622
$1K ﹤0.01%
25
2623
$1K ﹤0.01%
+28
2624
$1K ﹤0.01%
300
2625
$1K ﹤0.01%
+595
103 104
105
106 107