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
601
$331K 0.01%
+12,833
602
$329K 0.01%
3,891
-130
603
$329K 0.01%
12,958
-8,248
604
$328K 0.01%
66,710
-67,882
605
$327K 0.01%
12,086
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606
$326K 0.01%
3,067
-2,628
607
$324K 0.01%
4,016
-1,963
608
$323K 0.01%
1,507
-2,082
609
$323K 0.01%
10,545
-2,590
610
$322K 0.01%
8,437
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611
$322K 0.01%
3,894
+2,490
612
$321K 0.01%
10,205
+8,623
613
$321K 0.01%
2,647
-2,618
614
$318K 0.01%
+12,320
615
$318K 0.01%
246
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616
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817
617
$314K 0.01%
8,140
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618
$312K 0.01%
11,407
-16,010
619
$311K 0.01%
+13,365
620
$311K 0.01%
9,877
-911
621
$311K 0.01%
10,052
+4,489
622
$311K 0.01%
11,022
-1,413
623
$311K 0.01%
11,154
-37,738
624
$309K 0.01%
3,694
-1,882
625
$307K 0.01%
2,157
-685
23 24
25
26 27