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
476
$531K 0.02%
4,383
-28
477
$529K 0.02%
17,422
-1,136
478
$524K 0.02%
5,536
+1,743
479
$523K 0.02%
6,844
+359
480
$521K 0.02%
5,292
+42
481
$516K 0.02%
10,791
-7,833
482
$513K 0.02%
8,593
-22
483
$510K 0.02%
15,585
-305
484
$509K 0.02%
3,125
-1,566
485
$503K 0.02%
6,535
-418
486
$501K 0.02%
43,035
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487
$500K 0.02%
16,377
+3,437
488
$500K 0.02%
7,491
-1,573
489
$497K 0.02%
1,954
-85
490
$493K 0.02%
6,094
-478
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4,635
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492
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27,940
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493
$483K 0.02%
23,832
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494
$482K 0.02%
2,775
-74
495
$481K 0.02%
2,156
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496
$478K 0.02%
16,733
+13,008
497
$477K 0.02%
3,385
-660
498
$476K 0.02%
9,515
-367
499
$475K 0.02%
4,000
-1,000
500
$470K 0.02%
7,314
-6
18 19
20
21 22