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
901
$138K 0.01%
1,281
-2,400
902
$138K 0.01%
+2,402
903
$138K 0.01%
635
-81
904
$137K 0.01%
3,078
-1,066
905
$137K 0.01%
6,708
906
$137K 0.01%
1,784
+590
907
$137K 0.01%
1,436
-792
908
$136K 0.01%
932
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909
$136K 0.01%
9,300
910
$136K 0.01%
12,329
911
$136K 0.01%
1,814
912
$135K 0.01%
2,435
-282
913
$135K 0.01%
3,874
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914
$135K 0.01%
1,419
+461
915
$135K 0.01%
18,538
-1,995
916
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2,577
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5,212
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918
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2,052
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920
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2,053
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$134K 0.01%
1,477
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-1,515
923
$133K 0.01%
2,010
-199
924
$133K 0.01%
3,508
-3,227
925
$132K 0.01%
3,453
-68
35 36
37
38 39