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
576
$355K 0.01%
13,609
-6,567
577
$354K 0.01%
7,651
+2,669
578
$354K 0.01%
21,795
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579
$353K 0.01%
3,735
-146
580
$353K 0.01%
10,416
-18
581
$353K 0.01%
1,711
-163
582
$352K 0.01%
+7,271
583
$350K 0.01%
+12,800
584
$349K 0.01%
591
-100
585
$344K 0.01%
4,739
-2,904
586
$343K 0.01%
19,399
-10,181
587
$341K 0.01%
7,717
+1,941
588
$340K 0.01%
20,266
+330
589
$340K 0.01%
10,855
-1,786
590
$340K 0.01%
+34,166
591
$339K 0.01%
16,719
-55,634
592
$338K 0.01%
17,720
-7,267
593
$338K 0.01%
17,336
-79,262
594
$337K 0.01%
11,886
-6,179
595
$337K 0.01%
+38,704
596
$337K 0.01%
12,020
-12,222
597
$337K 0.01%
4,341
-1,065
598
$336K 0.01%
4,785
+492
599
$335K 0.01%
8,630
+3,790
600
$333K 0.01%
16,268
-13,574
22 23
24
25 26