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
51
$12M 0.44%
111,454
+6,473
52
$11.7M 0.43%
160,944
-434
53
$11.5M 0.43%
163,579
+4,159
54
$11.2M 0.41%
30,205
+683
55
$11.2M 0.41%
127,726
+263
56
$10.6M 0.39%
130,934
+13,638
57
$10.5M 0.39%
49,887
+14,357
58
$10.4M 0.39%
97,270
-8,988
59
$10.2M 0.38%
106,086
+4,499
60
$10.2M 0.38%
32,949
-11,591
61
$10M 0.37%
74,499
+19,508
62
$9.84M 0.36%
53,595
-724
63
$9.44M 0.35%
23,171
-12,819
64
$9.27M 0.34%
122,623
+66,385
65
$9.24M 0.34%
16,441
+8,134
66
$8.96M 0.33%
70,998
+538
67
$8.78M 0.32%
120,828
-13,868
68
$8.73M 0.32%
44,446
-6,463
69
$8.71M 0.32%
92,378
+50,009
70
$8.49M 0.31%
196,580
+7
71
$8.24M 0.3%
129,330
+855
72
$8.15M 0.3%
23,173
-1,591
73
$8.08M 0.3%
174,232
-456
74
$7.55M 0.28%
30,224
+711
75
$7.53M 0.28%
15,523
-2,109
1 2
3
4 5