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
351
$1.01M 0.04%
2,600
+1,926
352
$1M 0.04%
78,493
+23,503
353
$983K 0.04%
64,943
-8,543
354
$959K 0.04%
25,862
+5,936
355
$959K 0.04%
18,395
+171
356
$949K 0.04%
12,011
-1,161
357
$945K 0.03%
25,454
-431
358
$944K 0.03%
+75,139
359
$936K 0.03%
+20,704
360
$931K 0.03%
14,749
+48
361
$931K 0.03%
3,526
+17
362
$924K 0.03%
16,377
+1
363
$915K 0.03%
6,433
-155
364
$912K 0.03%
33,387
+2,915
365
$907K 0.03%
40,545
-1,905
366
$896K 0.03%
29,757
+8,848
367
$892K 0.03%
7,875
+165
368
$882K 0.03%
14,109
-2,371
369
$882K 0.03%
2,890
+2,197
370
$878K 0.03%
9,789
-116
371
$877K 0.03%
25,620
+12,340
372
$874K 0.03%
15,427
+1,337
373
$871K 0.03%
9,594
-15
374
$868K 0.03%
46,274
-4,651
375
$864K 0.03%
24,528
13 14
15
16 17