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
326
$1.03M 0.04%
+22,606
327
$1.03M 0.04%
10,106
+6,278
328
$1.03M 0.04%
8,725
-615
329
$1.01M 0.04%
24,140
-7,364
330
$1.01M 0.04%
10,625
-5,569
331
$1M 0.04%
43,149
-13,566
332
$992K 0.04%
44,009
-94
333
$971K 0.04%
34,599
-279
334
$968K 0.04%
19,647
-11,987
335
$967K 0.04%
8,523
-254
336
$957K 0.04%
15,770
+781
337
$956K 0.04%
7,051
+6,465
338
$955K 0.04%
8,634
-4,053
339
$953K 0.04%
28,354
-1,751
340
$953K 0.04%
7,445
-2,643
341
$946K 0.04%
86,693
+67,158
342
$939K 0.04%
12,096
+4,159
343
$936K 0.04%
29,960
-35,850
344
$930K 0.04%
3,773
-1,192
345
$917K 0.04%
16,205
-545
346
$914K 0.04%
10,454
+8,184
347
$906K 0.04%
54,059
+5,789
348
$896K 0.04%
10,957
-3,338
349
$893K 0.04%
27,621
-58,606
350
$892K 0.04%
18,005
-2,774
12 13
14
15 16