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
451
$530K 0.02%
32,132
+31,117
452
$530K 0.02%
4,052
-1,522
453
$529K 0.02%
47,498
-56,360
454
$529K 0.02%
30,730
-68
455
$529K 0.02%
44,436
-12,141
456
$528K 0.02%
19,552
+10,252
457
$524K 0.02%
11,313
-1,415
458
$523K 0.02%
10,143
-1,654
459
$523K 0.02%
22,108
+4,687
460
$521K 0.02%
7,888
-2,331
461
$519K 0.02%
1,347
-653
462
$519K 0.02%
8,418
+7,913
463
$518K 0.02%
6,315
-263
464
$518K 0.02%
622
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465
$514K 0.02%
10,066
-9,146
466
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9,294
+5,032
467
$511K 0.02%
9,444
-4,587
468
$507K 0.02%
18,509
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469
$501K 0.02%
19,765
-12,457
470
$500K 0.02%
+22,593
471
$500K 0.02%
7,747
-678
472
$497K 0.02%
5,881
-4,996
473
$497K 0.02%
1,524
-318
474
$497K 0.02%
10,699
-11,227
475
$495K 0.02%
8,016
-3,180
17 18
19
20 21