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
376
$789K 0.03%
37,926
-23,193
377
$788K 0.03%
32,570
+30,880
378
$785K 0.03%
16,622
+10,032
379
$781K 0.03%
2,608
-799
380
$779K 0.03%
29,309
+28,765
381
$772K 0.03%
23,537
-460
382
$770K 0.03%
13,305
+28
383
$767K 0.03%
12,146
-115,099
384
$759K 0.03%
20,052
+71
385
$757K 0.03%
14,249
-1,155
386
$754K 0.03%
9,474
+494
387
$747K 0.03%
12,688
-1,963
388
$744K 0.03%
8,607
+6,898
389
$743K 0.03%
14,401
-10,574
390
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8,002
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391
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74,206
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392
$739K 0.03%
+83,728
393
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14,668
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394
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30,548
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395
$727K 0.03%
2,758
-276
396
$727K 0.03%
+21,187
397
$720K 0.03%
6,720
+6,680
398
$711K 0.03%
5,000
-1,083
399
$703K 0.03%
5,582
-1,365
400
$701K 0.03%
26,226
+19,921
14 15
16
17 18