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
526
$416K 0.02%
7,903
+99
527
$413K 0.02%
+5,069
528
$407K 0.02%
8,611
-3,541
529
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5,915
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530
$405K 0.02%
20,003
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531
$404K 0.02%
1,678
-494
532
$404K 0.02%
9,004
+900
533
$404K 0.02%
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534
$404K 0.02%
2,302
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535
$403K 0.02%
6,425
-2,899
536
$403K 0.02%
13,655
-1,575
537
$401K 0.02%
9,957
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538
$401K 0.02%
1,902
-4,710
539
$400K 0.02%
8,748
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540
$400K 0.02%
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$398K 0.02%
12,067
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543
$398K 0.02%
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3,503
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545
$397K 0.02%
41,606
-52,463
546
$397K 0.02%
4,699
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547
$396K 0.02%
3,399
-62,421
548
$394K 0.02%
8,089
549
$391K 0.02%
2,274
-521
550
$391K 0.02%
26,740
+23,362
20 21
22
23 24