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
726
$220K 0.01%
9,114
+26
727
$219K 0.01%
2,280
-4
728
$219K 0.01%
4,941
+514
729
$219K 0.01%
1,104
-1,258
730
$218K 0.01%
9,925
-10,346
731
$218K 0.01%
24,078
-11,107
732
$217K 0.01%
3,457
-3,335
733
$217K 0.01%
2,717
+165
734
$216K 0.01%
1,388
+483
735
$216K 0.01%
10,494
-15,060
736
$216K 0.01%
6,733
737
$216K 0.01%
8,554
-1,334
738
$215K 0.01%
3,440
+166
739
$215K 0.01%
7,992
+853
740
$215K 0.01%
2,438
-2,112
741
$215K 0.01%
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742
$215K 0.01%
10,455
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743
$215K 0.01%
11,442
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744
$214K 0.01%
+4,979
745
$214K 0.01%
44,540
746
$214K 0.01%
2,039
-2,155
747
$213K 0.01%
7,513
-15,537
748
$211K 0.01%
7,547
+7,513
749
$211K 0.01%
2,386
-4,812
750
$211K 0.01%
451
-108
28 29
30
31 32