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
351
$891K 0.04%
16,057
+14,952
352
$890K 0.04%
3,178
-295
353
$888K 0.04%
12,065
-56,912
354
$888K 0.04%
11,112
-9,765
355
$883K 0.04%
40,608
+40,551
356
$880K 0.04%
22,060
-6,801
357
$871K 0.04%
+32,046
358
$864K 0.04%
22,167
-3,272
359
$852K 0.04%
19,045
-3,784
360
$847K 0.03%
9,102
-8,809
361
$846K 0.03%
8,771
-214
362
$832K 0.03%
5,544
-26
363
$832K 0.03%
13,686
-2,510
364
$826K 0.03%
33,703
-712
365
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31,106
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2
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367
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54,816
-177,513
368
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9,146
-5,676
369
$815K 0.03%
39,031
-14,342
370
$805K 0.03%
18,079
+13,961
371
$804K 0.03%
22,707
+16,056
372
$800K 0.03%
25,850
373
$798K 0.03%
+104,782
374
$795K 0.03%
4,716
-1,352
375
$791K 0.03%
17,111
-2,283
13 14
15
16 17