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
326
$1.12M 0.04%
8,598
+1
327
$1.12M 0.04%
+19,523
328
$1.12M 0.04%
17,864
329
$1.12M 0.04%
5,402
-257
330
$1.12M 0.04%
5,549
+201
331
$1.11M 0.04%
5,034
-74
332
$1.11M 0.04%
25,918
-2,129
333
$1.1M 0.04%
4,464
-162
334
$1.1M 0.04%
13,183
-130
335
$1.09M 0.04%
41,520
-2,431
336
$1.09M 0.04%
4,479
-559
337
$1.07M 0.04%
30,296
-4
338
$1.06M 0.04%
105,719
+7
339
$1.06M 0.04%
28,590
-2,672
340
$1.04M 0.04%
8,453
-152
341
$1.04M 0.04%
2
342
$1.03M 0.04%
19,838
+4,047
343
$1.03M 0.04%
16,603
+5,009
344
$1.03M 0.04%
11,356
-434
345
$1.03M 0.04%
5,916
+3,043
346
$1.02M 0.04%
5,709
-1,027
347
$1.02M 0.04%
11,939
-2,438
348
$1.02M 0.04%
46,468
-2,092
349
$1.02M 0.04%
28,401
+19,201
350
$1.01M 0.04%
79,902
-2,120
12 13
14
15 16