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
676
$258K 0.01%
2,801
-1,253
677
$257K 0.01%
+3,355
678
$256K 0.01%
5,920
+973
679
$255K 0.01%
7,617
-894
680
$255K 0.01%
3,396
+1,910
681
$253K 0.01%
1,711
-1,331
682
$252K 0.01%
806
-24,529
683
$252K 0.01%
24,037
+4,148
684
$250K 0.01%
5,101
+5,041
685
$249K 0.01%
+5,521
686
$249K 0.01%
7,338
+6,838
687
$248K 0.01%
+8,123
688
$247K 0.01%
10,544
+28
689
$246K 0.01%
10,248
-3,694
690
$246K 0.01%
8,564
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691
$246K 0.01%
376
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$246K 0.01%
1,896
-386
693
$246K 0.01%
3,248
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694
$241K 0.01%
19,051
-3,549
695
$241K 0.01%
8,865
-3,183
696
$240K 0.01%
5,816
+5,602
697
$239K 0.01%
1,606
-1,492
698
$239K 0.01%
1,335
+759
699
$239K 0.01%
1,138
+1,123
700
$238K 0.01%
4,955
-986
26 27
28
29 30