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
276
$1.33M 0.05%
196,375
-196,529
277
$1.32M 0.05%
40,044
-107,337
278
$1.32M 0.05%
148,993
-144,965
279
$1.32M 0.05%
14,543
-14,363
280
$1.31M 0.05%
11,766
-19,608
281
$1.28M 0.05%
11,875
-3,904
282
$1.28M 0.05%
26,867
-5,088
283
$1.28M 0.05%
20,675
-1,287
284
$1.28M 0.05%
45,554
+5,774
285
$1.28M 0.05%
9,730
-685
286
$1.27M 0.05%
87,258
+86,476
287
$1.25M 0.05%
9,870
-12,662
288
$1.25M 0.05%
61,126
+60,921
289
$1.25M 0.05%
18,260
-737
290
$1.25M 0.05%
13,866
-5,801
291
$1.23M 0.05%
10,253
-1,416
292
$1.23M 0.05%
8,017
-2,844
293
$1.22M 0.05%
65,013
+64,665
294
$1.21M 0.05%
12,701
-8,610
295
$1.19M 0.05%
16,966
-11,610
296
$1.18M 0.05%
18,464
+4,161
297
$1.18M 0.05%
48,208
-11,528
298
$1.17M 0.05%
10,306
-6,337
299
$1.17M 0.05%
7,799
-128
300
$1.16M 0.05%
17,717
+11,239
10 11
12
13 14