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
51
$11.1M 0.46%
153,709
-3,493
52
$11.1M 0.46%
175,976
+102,072
53
$11M 0.45%
101,291
-32,446
54
$10.9M 0.45%
119,584
+50,842
55
$10.6M 0.44%
126,605
-43,483
56
$10.6M 0.44%
42,762
-14,915
57
$10.4M 0.43%
166,235
-5,501
58
$10.4M 0.43%
434,305
-206,592
59
$10.2M 0.42%
+251,195
60
$10M 0.41%
205,900
+90,660
61
$9.86M 0.41%
137,823
-1,627
62
$9.46M 0.39%
42,138
-15,348
63
$9.37M 0.39%
231,096
-191,811
64
$9.32M 0.38%
171,767
-98,472
65
$9.29M 0.38%
19,250
-6,868
66
$9.28M 0.38%
19,394
+13,130
67
$9.24M 0.38%
90,342
+83,371
68
$9.13M 0.38%
32,575
-6,497
69
$9.07M 0.37%
51,071
-11,672
70
$9.01M 0.37%
117,354
-1,266
71
$8.79M 0.36%
27,539
-11,606
72
$8.56M 0.35%
100,347
-33,593
73
$8.49M 0.35%
35,590
-13,609
74
$8.24M 0.34%
32,227
+17,321
75
$8.09M 0.33%
52,823
-7,967
1 2
3
4 5