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
551
$390K 0.02%
+29,311
552
$390K 0.02%
31,148
-13,264
553
$389K 0.02%
10,540
+3,666
554
$386K 0.02%
+13,257
555
$386K 0.02%
55,925
+53,925
556
$385K 0.02%
3,369
-453
557
$385K 0.02%
9,237
-7,233
558
$382K 0.02%
1,327
-78
559
$382K 0.02%
9,753
-877
560
$381K 0.02%
+7,286
561
$378K 0.02%
2,798
+509
562
$374K 0.02%
6,859
+729
563
$373K 0.02%
14,532
-7,976
564
$373K 0.02%
13,010
-1,580
565
$371K 0.02%
10,910
+9,638
566
$371K 0.02%
6,895
-3,195
567
$370K 0.02%
2,916
-1,256
568
$370K 0.02%
2,149
-612
569
$369K 0.02%
2,652
-102
570
$366K 0.02%
9,023
-5,904
571
$365K 0.02%
+10,811
572
$362K 0.01%
2,480
-1,735
573
$361K 0.01%
+68,554
574
$360K 0.01%
4,976
+62
575
$355K 0.01%
11,419
-304
21 22
23
24 25