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
501
$468K 0.02%
2,285
-13,495
502
$467K 0.02%
24,936
+1,768
503
$466K 0.02%
2,393
-135
504
$465K 0.02%
+17,711
505
$465K 0.02%
2,258
+158
506
$464K 0.02%
7,896
+281
507
$463K 0.02%
8,085
-589
508
$462K 0.02%
15,527
+4,415
509
$462K 0.02%
2,508
+1
510
$460K 0.02%
5,731
+67
511
$458K 0.02%
11,091
-3,240
512
$456K 0.02%
3,432
-33
513
$456K 0.02%
21,555
-2,000
514
$455K 0.02%
29,636
+43
515
$454K 0.02%
2,966
-3,466
516
$449K 0.02%
25,120
-1,435
517
$448K 0.02%
26,039
-6,586
518
$445K 0.02%
4,373
+135
519
$444K 0.02%
3,199
-2,849
520
$441K 0.02%
14,785
+1,281
521
$440K 0.02%
9,709
-2,835
522
$434K 0.02%
971
+5
523
$434K 0.02%
34,870
+2,146
524
$431K 0.02%
6,700
-1,550
525
$430K 0.02%
12,090
+129
19 20
21
22 23