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
26
$17.1M 0.7%
129,323
-4,807
27
$16.3M 0.67%
277,745
-46,541
28
$15.6M 0.64%
318,500
-163,153
29
$15.4M 0.64%
56,323
-38,805
30
$15.4M 0.63%
140,520
-28,340
31
$15.1M 0.62%
712,380
-330,462
32
$14.8M 0.61%
129,675
-112,263
33
$14.6M 0.6%
323,832
-141,498
34
$14.5M 0.6%
83,956
+79,156
35
$14.4M 0.59%
457,303
-155,557
36
$13.3M 0.55%
189,681
+61,631
37
$13M 0.54%
57,305
-26,377
38
$13M 0.54%
335,096
-87,708
39
$13M 0.53%
30,133
-7,486
40
$12.9M 0.53%
103,160
-40,662
41
$12.9M 0.53%
219,204
-81,551
42
$12.7M 0.52%
137,041
-97,893
43
$12.5M 0.51%
207,029
-111,360
44
$12.5M 0.51%
38,494
+28,932
45
$12.3M 0.51%
262,407
-126,719
46
$11.8M 0.49%
138,022
-58,703
47
$11.7M 0.48%
53,451
-2,294
48
$11.4M 0.47%
66,475
-18,862
49
$11.4M 0.47%
114,245
+113,017
50
$11.4M 0.47%
136,270
-13,441
1
2
3 4 5