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
801
$158K 0.01%
1,520
-200
802
$157K 0.01%
2,669
+100
803
$157K 0.01%
2,198
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804
$156K 0.01%
13,490
805
$156K 0.01%
3,797
806
$155K 0.01%
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-1
807
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7,813
-3,464
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3,108
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812
$153K 0.01%
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813
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814
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16,968
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816
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817
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818
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819
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$149K 0.01%
7,750
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$149K 0.01%
4,339
823
$149K 0.01%
6,562
824
$148K 0.01%
3,259
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825
$148K 0.01%
7,234
-978
31 32
33
34 35