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
276
$1.44M 0.05%
18,605
-3,995
277
$1.43M 0.05%
19,598
-225
278
$1.43M 0.05%
79,260
-31,385
279
$1.43M 0.05%
15,865
-9,309
280
$1.42M 0.05%
191,497
+1,228
281
$1.41M 0.05%
22,105
-3,251
282
$1.4M 0.05%
2,674
-154
283
$1.39M 0.05%
51,214
+131
284
$1.38M 0.05%
3,025
-316
285
$1.37M 0.05%
21,810
-671
286
$1.36M 0.05%
57,627
+168
287
$1.36M 0.05%
18,140
+482
288
$1.35M 0.05%
29,307
-2,235
289
$1.35M 0.05%
13,785
-722
290
$1.34M 0.05%
4,143
-755
291
$1.33M 0.05%
26,192
+1,060
292
$1.33M 0.05%
8,910
-27
293
$1.32M 0.05%
28,660
-6,854
294
$1.32M 0.05%
71,357
+206
295
$1.32M 0.05%
6,115
-76
296
$1.31M 0.05%
28,838
-260
297
$1.3M 0.05%
38,848
-1,722
298
$1.3M 0.05%
24,871
+2,554
299
$1.29M 0.05%
37,756
+1,201
300
$1.28M 0.05%
18,585
-2,004
10 11
12
13 14