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
851
$138K 0.01%
2,641
+8
852
$138K 0.01%
906
-1,769
853
$138K 0.01%
6,228
-1,341
854
$138K 0.01%
5,555
-1,025
855
$138K 0.01%
2,728
+267
856
$138K 0.01%
4,281
-36
857
$138K 0.01%
2,168
858
$138K 0.01%
3,512
+13
859
$138K 0.01%
2,547
-295
860
$138K 0.01%
4,000
861
$138K 0.01%
3,650
862
$137K 0.01%
4,200
-7,340
863
$137K 0.01%
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864
$137K 0.01%
8,600
865
$136K 0.01%
2,562
-35
866
$136K 0.01%
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867
$135K 0.01%
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868
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$135K 0.01%
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870
$134K 0.01%
650
871
$134K 0.01%
459
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$132K ﹤0.01%
1,975
+18
873
$131K ﹤0.01%
6,898
+3,048
874
$131K ﹤0.01%
2,637
-5,145
875
$131K ﹤0.01%
11,243
33 34
35
36 37