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
401
$697K 0.03%
10,054
+4,161
402
$694K 0.03%
4,400
-2,430
403
$692K 0.03%
5,328
-3,394
404
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3,563
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405
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1,418
-25,147
406
$671K 0.03%
+21,912
407
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4,804
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408
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19,732
+2
409
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56,247
-1,665
410
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2,996
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411
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22,449
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412
$649K 0.03%
18,158
-2,797
413
$646K 0.03%
12,230
-1,734
414
$643K 0.03%
11,381
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415
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4,605
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416
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417
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418
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6,231
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419
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1,639
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420
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16,623
-13,550
421
$617K 0.03%
49,885
-43,491
422
$616K 0.03%
7,740
-559
423
$614K 0.03%
11,621
-3,180
424
$610K 0.03%
13,254
-3,534
425
$610K 0.03%
18,872
-15,354
15 16
17
18 19