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
2626
$1K ﹤0.01%
+30
2627
$1K ﹤0.01%
+123
2628
$1K ﹤0.01%
+100
2629
$1K ﹤0.01%
+1
2630
$1K ﹤0.01%
+200
2631
$1K ﹤0.01%
+100
2632
$1K ﹤0.01%
+55
2633
$1K ﹤0.01%
+300
2634
$1K ﹤0.01%
+34
2635
$1K ﹤0.01%
124
2636
$1K ﹤0.01%
+13
2637
$1K ﹤0.01%
+30
2638
$1K ﹤0.01%
22
-44
2639
– –
-25,602
2640
– –
-1,000
2641
– –
-100
2642
– –
-50
2643
– –
-2,000
2644
– –
-335,699
2645
– –
-1,200
2646
– –
-2,300
2647
– –
-12,319
2648
– –
-300
2649
– –
-120
2650
– –
-577
104 105
106
107 108