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
626
$307K 0.01%
4,711
+3,719
627
$307K 0.01%
6,413
-7,358
628
$307K 0.01%
6,321
-235
629
$306K 0.01%
9,474
-1,070
630
$305K 0.01%
2,215
-1,347
631
$303K 0.01%
6,613
-1,363
632
$301K 0.01%
13,097
+8,265
633
$300K 0.01%
22,913
-42,484
634
$300K 0.01%
3,238
-8,014
635
$297K 0.01%
22,265
+3,845
636
$297K 0.01%
11,000
637
$296K 0.01%
8,353
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638
$296K 0.01%
8,944
-354
639
$295K 0.01%
1,523
-397
640
$295K 0.01%
1,702
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$293K 0.01%
1,085
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642
$292K 0.01%
6,418
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643
$291K 0.01%
10,350
644
$290K 0.01%
25,966
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645
$289K 0.01%
3,012
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646
$289K 0.01%
4,497
-119
647
$288K 0.01%
+3,390
648
$286K 0.01%
2,473
+2,443
649
$286K 0.01%
19,748
-12,484
650
$284K 0.01%
8,109
-7,199
24 25
26
27 28