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
476
$495K 0.02%
+34,457
477
$494K 0.02%
4,741
-646
478
$493K 0.02%
+5,628
479
$490K 0.02%
4,354
-1,224
480
$486K 0.02%
4,902
-8
481
$485K 0.02%
8,185
-4,654
482
$484K 0.02%
4,520
+4,485
483
$484K 0.02%
4,266
+3,949
484
$480K 0.02%
9,793
-8,853
485
$479K 0.02%
1,983
-280
486
$476K 0.02%
40,710
-6,130
487
$476K 0.02%
32,310
-18,324
488
$475K 0.02%
9,493
-4,216
489
$475K 0.02%
4,571
-2,502
490
$475K 0.02%
16,350
+15,400
491
$475K 0.02%
16,020
-3,580
492
$473K 0.02%
13,352
-6,423
493
$473K 0.02%
7,702
-2,595
494
$472K 0.02%
8,407
+1,072
495
$470K 0.02%
25,169
-2,980
496
$470K 0.02%
6,601
-2,160
497
$468K 0.02%
17,075
+455
498
$464K 0.02%
+11,695
499
$464K 0.02%
17,513
+17,075
500
$463K 0.02%
2,044
-1,317
18 19
20
21 22