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
901
$123K ﹤0.01%
1,770
-23
902
$123K ﹤0.01%
6,414
-3,654
903
$123K ﹤0.01%
4,741
904
$123K ﹤0.01%
1,161
-166
905
$122K ﹤0.01%
996
-40
906
$122K ﹤0.01%
1,550
907
$122K ﹤0.01%
1,277
908
$122K ﹤0.01%
1,488
-16
909
$122K ﹤0.01%
8,598
910
$122K ﹤0.01%
3,115
+10
911
$121K ﹤0.01%
866
-16
912
$121K ﹤0.01%
1,912
-1,610
913
$120K ﹤0.01%
11,025
+441
914
$120K ﹤0.01%
600
+200
915
$119K ﹤0.01%
1,553
-48
916
$118K ﹤0.01%
3,570
917
$118K ﹤0.01%
13,325
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918
$118K ﹤0.01%
2,000
-45,102
919
$118K ﹤0.01%
28,650
-63,101
920
$118K ﹤0.01%
23,584
+9
921
$118K ﹤0.01%
3,427
+3
922
$118K ﹤0.01%
2,400
923
$117K ﹤0.01%
4,284
-727
924
$117K ﹤0.01%
1,829
-41,522
925
$117K ﹤0.01%
12,000
35 36
37
38 39