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
776
$169K 0.01%
6,381
-101
777
$168K 0.01%
955
-1
778
$167K 0.01%
3,277
-1,268
779
$167K 0.01%
3,106
+194
780
$167K 0.01%
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$166K 0.01%
3,238
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782
$164K 0.01%
5,143
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$164K 0.01%
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784
$164K 0.01%
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$164K 0.01%
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786
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$163K 0.01%
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$161K 0.01%
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795
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635
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$159K 0.01%
1,648
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799
$158K 0.01%
3,070
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$158K 0.01%
15,211
+350
30 31
32
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