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
26
$18.9M 0.7%
383,053
+24,377
27
$18.2M 0.67%
777,432
+18,834
28
$17.2M 0.64%
121,202
-838
29
$16.3M 0.6%
62,205
-6,721
30
$16.2M 0.6%
34,458
+194
31
$16.2M 0.6%
479,335
+58,782
32
$15.8M 0.58%
211,923
+25,875
33
$15.7M 0.58%
232,154
+8,766
34
$14.8M 0.55%
84,936
+24,708
35
$14.7M 0.54%
198,206
+45,290
36
$14.7M 0.54%
136,748
+698
37
$14.4M 0.53%
166,733
+7,292
38
$14.4M 0.53%
52,263
+102
39
$14.3M 0.53%
146,474
+6,303
40
$13.8M 0.51%
345,115
-30,931
41
$13.6M 0.5%
47,961
+9,387
42
$13.2M 0.49%
109,236
-1,807
43
$12.5M 0.46%
192,533
+32,396
44
$12.5M 0.46%
125,084
+1,945
45
$12.3M 0.46%
36,172
+657
46
$12.2M 0.45%
268,788
-4,874
47
$12.1M 0.45%
218,733
+30,269
48
$12.1M 0.45%
251,296
-566
49
$12.1M 0.45%
163,065
-43,935
50
$12.1M 0.45%
42,000
-5,528
1
2
3 4 5