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
876
$131K ﹤0.01%
3,674
-540
877
$131K ﹤0.01%
2,582
-966
878
$131K ﹤0.01%
2,756
-1,490
879
$131K ﹤0.01%
2,387
+278
880
$130K ﹤0.01%
8,582
881
$129K ﹤0.01%
2,088
-3,208
882
$129K ﹤0.01%
1,938
+63
883
$129K ﹤0.01%
8,573
+229
884
$129K ﹤0.01%
+3,587
885
$129K ﹤0.01%
5,846
886
$129K ﹤0.01%
5,493
+26
887
$129K ﹤0.01%
1,508
888
$128K ﹤0.01%
9,300
889
$128K ﹤0.01%
1,369
-601
890
$128K ﹤0.01%
4,750
+54
891
$128K ﹤0.01%
3,503
-24
892
$128K ﹤0.01%
2,018
-16
893
$128K ﹤0.01%
12,329
894
$127K ﹤0.01%
3,155
+137
895
$127K ﹤0.01%
2,254
-41
896
$127K ﹤0.01%
2,514
+314
897
$127K ﹤0.01%
1,857
-45
898
$126K ﹤0.01%
3,800
899
$125K ﹤0.01%
2,408
-37
900
$124K ﹤0.01%
410
-7
34 35
36
37 38