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
701
$237K 0.01%
1,781
-421
702
$237K 0.01%
8,900
703
$236K 0.01%
4,379
-2,289
704
$236K 0.01%
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-374
705
$236K 0.01%
2,872
-1,957
706
$236K 0.01%
9,550
-2,356
707
$234K 0.01%
+13,147
708
$234K 0.01%
12,042
-10,477
709
$234K 0.01%
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710
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607
711
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18,036
+15,092
712
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713
$231K 0.01%
7,463
-351
714
$231K 0.01%
27,610
-27,120
715
$230K 0.01%
766
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716
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$227K 0.01%
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718
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719
$226K 0.01%
11,816
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720
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5,835
+5,567
721
$225K 0.01%
9,023
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722
$225K 0.01%
14,330
-35,698
723
$224K 0.01%
1,880
-566
724
$223K 0.01%
16,272
+15,772
725
$223K 0.01%
6,410
-5,174
27 28
29
30 31