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
526
$430K 0.02%
4,511
-676
527
$429K 0.02%
5,644
-1,684
528
$429K 0.02%
6,893
-344
529
$428K 0.02%
2,238
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530
$426K 0.02%
4,639
-5,782
531
$426K 0.02%
9,380
+17
532
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6,380
-41,512
533
$425K 0.02%
957
-15,376
534
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13,685
-250
535
$421K 0.02%
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536
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+4,594
537
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6,877
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538
$415K 0.02%
8,160
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539
$414K 0.02%
4,084
-20
540
$414K 0.02%
14,087
-3,515
541
$414K 0.02%
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3,645
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$406K 0.02%
5,106
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545
$405K 0.01%
11,319
546
$402K 0.01%
4,879
547
$399K 0.01%
7,125
+60
548
$399K 0.01%
6,418
+1,772
549
$396K 0.01%
3,385
-309
550
$391K 0.01%
18,993
20 21
22
23 24