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
251
$1.48M 0.06%
2,431
-17,063
252
$1.48M 0.06%
6,677
-2,493
253
$1.47M 0.06%
34,854
-17,006
254
$1.47M 0.06%
16,513
-454
255
$1.47M 0.06%
6,871
-48,788
256
$1.46M 0.06%
75,398
-8,841
257
$1.46M 0.06%
6,801
+2,321
258
$1.45M 0.06%
24,721
-2,219
259
$1.45M 0.06%
32,628
-3,837
260
$1.45M 0.06%
86,061
-22,439
261
$1.43M 0.06%
21,845
-3,130
262
$1.43M 0.06%
12,470
-369
263
$1.41M 0.06%
18,261
+17,842
264
$1.4M 0.06%
13,725
+1,289
265
$1.39M 0.06%
22,611
-7,504
266
$1.38M 0.06%
+22,122
267
$1.38M 0.06%
76,835
-4,067
268
$1.38M 0.06%
81,075
-143,874
269
$1.36M 0.06%
17,536
-7,122
270
$1.36M 0.06%
15,476
-2,746
271
$1.36M 0.06%
32,905
-50,004
272
$1.35M 0.06%
4,972
-6,245
273
$1.34M 0.06%
7,601
-1,499
274
$1.33M 0.05%
31,910
-5,777
275
$1.33M 0.05%
18,683
-6,450
9 10
11
12 13