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
651
$284K 0.01%
4,482
-1,151
652
$283K 0.01%
7,960
+7,232
653
$279K 0.01%
7,823
-3,966
654
$279K 0.01%
10,149
-9,144
655
$279K 0.01%
2,449
-772
656
$276K 0.01%
9,200
657
$274K 0.01%
35,500
-13,061
658
$274K 0.01%
4,702
+410
659
$273K 0.01%
5,586
-1,340
660
$272K 0.01%
5,325
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661
$272K 0.01%
3,314
+1,063
662
$272K 0.01%
12,114
-3,621
663
$270K 0.01%
9,551
+1
664
$270K 0.01%
+11,817
665
$269K 0.01%
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666
$269K 0.01%
7,810
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667
$268K 0.01%
7,000
+1,000
668
$267K 0.01%
8,224
-222
669
$267K 0.01%
18,086
-31,717
670
$266K 0.01%
9,170
-1,352
671
$266K 0.01%
+6,566
672
$263K 0.01%
4,756
-1,347
673
$263K 0.01%
10,500
674
$259K 0.01%
+2,754
675
$258K 0.01%
1,189
-665
25 26
27
28 29