SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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
826
$168K 0.01%
553
+181
827
$168K 0.01%
2,000
-1,532
828
$167K 0.01%
2,234
-3,246
829
$166K 0.01%
6,328
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830
$166K 0.01%
3,124
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831
$165K 0.01%
1,972
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832
$165K 0.01%
3,740
+1
833
$165K 0.01%
250
-76
834
$165K 0.01%
45,929
-45,725
835
$164K 0.01%
3,000
-1,000
836
$164K 0.01%
7,750
837
$163K 0.01%
10,782
-14,643
838
$163K 0.01%
+9,102
839
$162K 0.01%
13,782
-10,815
840
$162K 0.01%
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841
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842
$160K 0.01%
3,088
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843
$160K 0.01%
545
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2,752
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845
$159K 0.01%
17,590
-2
846
$159K 0.01%
5,959
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847
$158K 0.01%
6,841
848
$158K 0.01%
812
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849
$158K 0.01%
1,850
-934
850
$158K 0.01%
4,274
+4,031
32 33
34
35 36