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
301
$1.16M 0.05%
4,987
-3,454
302
$1.16M 0.05%
20,344
-2,940
303
$1.15M 0.05%
15,117
-7,425
304
$1.15M 0.05%
+42,006
305
$1.15M 0.05%
+41,236
306
$1.15M 0.05%
29,476
-8,268
307
$1.14M 0.05%
29,183
-11,682
308
$1.14M 0.05%
16,326
-7,545
309
$1.13M 0.05%
33,538
+7,648
310
$1.12M 0.05%
16,996
-9,785
311
$1.12M 0.05%
5,008
+1,282
312
$1.11M 0.05%
23,495
-13,634
313
$1.11M 0.05%
13,886
-10,882
314
$1.11M 0.05%
21,546
+14,993
315
$1.09M 0.04%
623
-659
316
$1.09M 0.04%
24,654
+3,358
317
$1.08M 0.04%
18,564
+566
318
$1.08M 0.04%
14,240
+14,193
319
$1.07M 0.04%
14,756
+14,382
320
$1.07M 0.04%
7,608
-63,183
321
$1.07M 0.04%
23,302
-8,468
322
$1.04M 0.04%
106,890
-104,641
323
$1.04M 0.04%
4,536
+18
324
$1.04M 0.04%
14,004
+387
325
$1.03M 0.04%
6,791
+18
11 12
13
14 15