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
751
$211K 0.01%
1,239
+479
752
$210K 0.01%
1,490
-439
753
$210K 0.01%
30,091
+1,091
754
$208K 0.01%
1,753
-87,301
755
$208K 0.01%
5,379
-846
756
$208K 0.01%
19,780
-3,500
757
$207K 0.01%
3,016
-2,988
758
$207K 0.01%
2,596
-802
759
$207K 0.01%
2,513
-79
760
$206K 0.01%
3,589
-4,240
761
$205K 0.01%
8,509
762
$205K 0.01%
361
-354
763
$205K 0.01%
1,836
-585
764
$204K 0.01%
+7,200
765
$204K 0.01%
16,269
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766
$202K 0.01%
6,817
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767
$202K 0.01%
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768
$202K 0.01%
3,430
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769
$202K 0.01%
822
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770
$201K 0.01%
1,232
-1,453
771
$200K 0.01%
3,408
+1,196
772
$199K 0.01%
17,306
-16,794
773
$198K 0.01%
7,515
-12,168
774
$196K 0.01%
769
-1,570
775
$196K 0.01%
3,752
+500
29 30
31
32 33