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
251
$1.79M 0.07%
18,341
-4,112
252
$1.78M 0.07%
19,356
-265
253
$1.78M 0.07%
42,727
-67
254
$1.75M 0.06%
31,083
-3,459
255
$1.72M 0.06%
72,750
+15
256
$1.71M 0.06%
24,250
-210
257
$1.71M 0.06%
2,476
-64
258
$1.68M 0.06%
87,838
-6,508
259
$1.68M 0.06%
20,295
-4,745
260
$1.68M 0.06%
4,914
-419
261
$1.66M 0.06%
32,167
-2,506
262
$1.64M 0.06%
3,430
-37
263
$1.64M 0.06%
27,330
-16
264
$1.56M 0.06%
6,893
+471
265
$1.56M 0.06%
6,357
-201
266
$1.56M 0.06%
7,824
-42
267
$1.54M 0.06%
17,430
+2,067
268
$1.52M 0.06%
32,628
269
$1.5M 0.06%
180,432
+23,300
270
$1.49M 0.05%
3,925
-246
271
$1.48M 0.05%
6,659
-1,465
272
$1.48M 0.05%
3,680
-172
273
$1.47M 0.05%
8,492
-398
274
$1.47M 0.05%
31,574
-1,786
275
$1.44M 0.05%
38,243
+3,258
9 10
11
12 13