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
851
$157K 0.01%
4,874
+4,540
852
$157K 0.01%
4,414
-75
853
$156K 0.01%
1,540
-600
854
$156K 0.01%
5,606
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855
$156K 0.01%
4,454
-256
856
$155K 0.01%
+6,645
857
$155K 0.01%
781
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858
$155K 0.01%
3,387
859
$155K 0.01%
9,300
860
$153K 0.01%
+16,501
861
$153K 0.01%
17,279
-15,634
862
$153K 0.01%
3,345
+2,451
863
$152K 0.01%
1,685
-4,511
864
$151K 0.01%
4,000
-3,000
865
$150K 0.01%
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$150K 0.01%
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867
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13,258
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869
$149K 0.01%
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870
$149K 0.01%
6,682
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871
$148K 0.01%
2,167
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872
$148K 0.01%
2,421
-139
873
$148K 0.01%
9,523
-8,200
874
$147K 0.01%
4,653
-5,432
875
$146K 0.01%
11,520
-120
33 34
35
36 37