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
576
$351K 0.01%
2,120
+50
577
$351K 0.01%
649
-2
578
$347K 0.01%
6,022
+199
579
$347K 0.01%
12,653
+1,505
580
$347K 0.01%
10,636
-1,006
581
$345K 0.01%
5,109
-13
582
$344K 0.01%
3,966
-73
583
$344K 0.01%
5,407
-1,406
584
$343K 0.01%
7,781
-28,953
585
$343K 0.01%
6,164
+1
586
$337K 0.01%
1,646
-1,038
587
$336K 0.01%
10,419
-1,721
588
$336K 0.01%
754
-5,639
589
$334K 0.01%
47,206
+4,450
590
$334K 0.01%
5,333
-457
591
$332K 0.01%
18,149
-22,306
592
$330K 0.01%
6,016
-621
593
$330K 0.01%
2,074
-252
594
$328K 0.01%
9,349
-144
595
$325K 0.01%
1,984
+17
596
$324K 0.01%
6,411
-1,598
597
$323K 0.01%
3,445
+2,908
598
$323K 0.01%
10,749
-136
599
$321K 0.01%
2,933
+2,633
600
$319K 0.01%
7,428
+147
22 23
24
25 26