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
551
$390K 0.01%
4,175
-738
552
$390K 0.01%
18,398
+17,023
553
$390K 0.01%
1,991
-534
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$389K 0.01%
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555
$389K 0.01%
3,557
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556
$382K 0.01%
6,766
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557
$381K 0.01%
12,490
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558
$377K 0.01%
6,357
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559
$377K 0.01%
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560
$376K 0.01%
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561
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562
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-643
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564
$371K 0.01%
11,350
-8,957
565
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7,304
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$367K 0.01%
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567
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13,126
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3,257
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$361K 0.01%
11,635
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571
$360K 0.01%
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$359K 0.01%
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573
$357K 0.01%
29,374
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574
$355K 0.01%
4,867
+1,198
575
$353K 0.01%
3,500
-569
21 22
23
24 25