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
501
$459K 0.02%
4,985
-76,459
502
$458K 0.02%
6,419
-3,604
503
$457K 0.02%
2,269
+923
504
$454K 0.02%
+20,317
505
$453K 0.02%
27,713
-27,049
506
$448K 0.02%
9,730
-7,354
507
$447K 0.02%
5,637
-1,022
508
$447K 0.02%
21,528
-20,696
509
$445K 0.02%
+7,136
510
$444K 0.02%
2,122
-929
511
$443K 0.02%
27,346
+322
512
$440K 0.02%
9,440
513
$439K 0.02%
2,607
-56
514
$438K 0.02%
13,990
-6,709
515
$437K 0.02%
15,876
+10,628
516
$435K 0.02%
3,268
+889
517
$431K 0.02%
7,912
-1,444
518
$430K 0.02%
21,158
-20,153
519
$430K 0.02%
7,124
-3,266
520
$427K 0.02%
2,986
+1,687
521
$427K 0.02%
12,140
-231
522
$426K 0.02%
9,474
-1,215
523
$420K 0.02%
6,003
+4,488
524
$419K 0.02%
5,506
-777
525
$418K 0.02%
8,821
+3,353
19 20
21
22 23