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
676
$238K 0.01%
1,145
+103
677
$237K 0.01%
2,280
678
$236K 0.01%
6,018
-80
679
$235K 0.01%
6,463
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680
$235K 0.01%
19,884
+16,487
681
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2,362
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682
$234K 0.01%
37,739
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683
$232K 0.01%
16,482
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684
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5,630
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685
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686
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1,129
687
$228K 0.01%
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688
$228K 0.01%
6,390
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689
$228K 0.01%
23,712
+23,210
690
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6,653
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691
$227K 0.01%
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695
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6,372
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696
$218K 0.01%
2,451
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697
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451
698
$217K 0.01%
2,418
-15
699
$216K 0.01%
1,451
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700
$215K 0.01%
3,363
+212
26 27
28
29 30