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
826
$148K 0.01%
166
+11
827
$148K 0.01%
1,027
-8
828
$148K 0.01%
5,002
-103,316
829
$147K 0.01%
6,899
830
$147K 0.01%
1,072
831
$147K 0.01%
3,375
-1,527
832
$146K 0.01%
4,304
+9
833
$146K 0.01%
1,802
-121
834
$145K 0.01%
3,124
+18
835
$145K 0.01%
1,313
-1
836
$145K 0.01%
10,131
837
$144K 0.01%
4,828
+197
838
$144K 0.01%
2,136
-18
839
$144K 0.01%
4,388
-517
840
$144K 0.01%
2,161
+51
841
$144K 0.01%
2,169
+1
842
$142K 0.01%
3,033
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843
$142K 0.01%
2,759
-186
844
$141K 0.01%
2,843
-1,125
845
$141K 0.01%
8,877
+1,906
846
$141K 0.01%
+5,092
847
$141K 0.01%
427
+200
848
$139K 0.01%
4,541
-88
849
$139K 0.01%
3,058
-205
850
$138K 0.01%
5,150
+4,100
32 33
34
35 36