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
376
$864K 0.03%
14,727
+516
377
$864K 0.03%
8,094
+966
378
$859K 0.03%
17,112
-331
379
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14,285
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380
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11,646
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381
$842K 0.03%
6,384
-523
382
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76,195
-1,523
383
$830K 0.03%
73,621
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384
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32,675
-843
385
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22,685
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386
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16,483
-447
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19,794
388
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12,780
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390
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9,391
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393
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12,444
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13,692
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$766K 0.03%
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397
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4,507
-2,184
398
$763K 0.03%
16,580
-8,696
399
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+22,173
400
$749K 0.03%
43,446
+12
14 15
16
17 18