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
301
$1.28M 0.05%
31,786
-10,371
302
$1.28M 0.05%
12,674
-269
303
$1.26M 0.05%
20,066
+39
304
$1.26M 0.05%
11,640
+4,670
305
$1.26M 0.05%
150,536
+4,186
306
$1.25M 0.05%
65,070
-5,211
307
$1.24M 0.05%
14,120
-342
308
$1.24M 0.05%
23,931
+721
309
$1.24M 0.05%
11,178
+891
310
$1.23M 0.05%
8,091
+1,651
311
$1.22M 0.05%
39,475
+21,625
312
$1.2M 0.04%
19,236
+483
313
$1.19M 0.04%
10,992
+53
314
$1.19M 0.04%
56,276
315
$1.18M 0.04%
9,925
-1,263
316
$1.17M 0.04%
70,499
+62,636
317
$1.17M 0.04%
24,672
-3,529
318
$1.17M 0.04%
24,245
-17,715
319
$1.17M 0.04%
12,281
+9
320
$1.16M 0.04%
13,720
-1,569
321
$1.15M 0.04%
8,993
-1,499
322
$1.14M 0.04%
6,344
-354
323
$1.14M 0.04%
60,575
-3,495
324
$1.14M 0.04%
71,233
-2,404
325
$1.12M 0.04%
1,551
+91
11 12
13
14 15