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
401
$747K 0.03%
12,026
+23
402
$745K 0.03%
13,492
-22
403
$743K 0.03%
7,413
-1,254
404
$741K 0.03%
52,448
+1,402
405
$740K 0.03%
4,248
+195
406
$738K 0.03%
16,663
+1,348
407
$732K 0.03%
+28,544
408
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4,983
-22
409
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2,555
-92
410
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6,667
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411
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13,061
+12,324
412
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8,270
-1,541
413
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2,888
-47
414
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-187
415
$719K 0.03%
13,963
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416
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417
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2,386
-17
418
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14,403
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419
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46,092
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420
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17,404
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421
$703K 0.03%
8,607
422
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5,075
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423
$703K 0.03%
20,093
+568
424
$697K 0.03%
20,631
-344
425
$694K 0.03%
15,442
+620
15 16
17
18 19