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
726
$193K 0.01%
3,005
-1,396
727
$193K 0.01%
1,323
+194
728
$192K 0.01%
416
729
$191K 0.01%
1,746
730
$191K 0.01%
1,572
-196
731
$190K 0.01%
7,148
+19
732
$190K 0.01%
2,517
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733
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734
$190K 0.01%
1,123
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735
$190K 0.01%
3,940
736
$189K 0.01%
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737
$188K 0.01%
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738
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1,339
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739
$188K 0.01%
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740
$187K 0.01%
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$187K 0.01%
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744
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$185K 0.01%
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748
$185K 0.01%
5,845
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749
$184K 0.01%
1,012
-572
750
$184K 0.01%
2,974
+1,773
28 29
30
31 32