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
2601
$1K ﹤0.01%
+7
2602
$1K ﹤0.01%
25
-25
2603
$1K ﹤0.01%
100
2604
– –
0
2605
$1K ﹤0.01%
45
+15
2606
$1K ﹤0.01%
300
2607
$1K ﹤0.01%
+3,500
2608
$1K ﹤0.01%
+24
2609
$1K ﹤0.01%
5,002
-1,998
2610
$1K ﹤0.01%
+5
2611
$1K ﹤0.01%
+417
2612
$1K ﹤0.01%
+31
2613
$1K ﹤0.01%
+34
2614
$1K ﹤0.01%
24
-34
2615
$1K ﹤0.01%
100
2616
$1K ﹤0.01%
+2
2617
$1K ﹤0.01%
+20
2618
$1K ﹤0.01%
+21
2619
$1K ﹤0.01%
+5
2620
$1K ﹤0.01%
+25
2621
$1K ﹤0.01%
10
-20
2622
$1K ﹤0.01%
+110
2623
$1K ﹤0.01%
60
-18
2624
$1K ﹤0.01%
+400
2625
$1K ﹤0.01%
+32
103 104
105
106 107