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
876
$146K 0.01%
1,595
-895
877
$146K 0.01%
2,300
-2,167
878
$145K 0.01%
4,358
-1,060
879
$145K 0.01%
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880
$145K 0.01%
9,322
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881
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1,268
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882
$145K 0.01%
1,837
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883
$145K 0.01%
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-578
884
$144K 0.01%
3,462
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885
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8,006
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886
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10,342
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887
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17,751
-11,597
888
$143K 0.01%
2,658
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889
$142K 0.01%
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890
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895
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896
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1,264
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898
$139K 0.01%
6,311
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899
$139K 0.01%
3,057
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900
$138K 0.01%
14,068
+15
34 35
36
37 38