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
426
$687K 0.03%
12,368
-552
427
$684K 0.03%
18,081
+2,254
428
$682K 0.03%
17,444
+1,626
429
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85,500
-10,575
430
$665K 0.02%
49,768
-500
431
$660K 0.02%
11,041
+355
432
$651K 0.02%
13,324
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433
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434
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6,673
-9,965
435
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7,062
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436
$638K 0.02%
9,195
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437
$638K 0.02%
20,900
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10,715
-340
439
$636K 0.02%
460
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440
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42,505
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441
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8,190
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11,241
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23,124
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444
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13,309
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445
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7,483
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446
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8,245
-20,224
447
$618K 0.02%
2,982
+551
448
$611K 0.02%
5,343
+106
449
$601K 0.02%
3,842
450
$601K 0.02%
4,202
-79
16 17
18
19 20