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
926
$132K 0.01%
5,292
-3,138
927
$132K 0.01%
2,500
-775
928
$132K 0.01%
545
+133
929
$132K 0.01%
1,135
-50
930
$131K 0.01%
2,659
-377
931
$131K 0.01%
1,660
-4,703
932
$131K 0.01%
+1,836
933
$130K 0.01%
4,106
+1,025
934
$129K 0.01%
1,586
-1,539
935
$128K 0.01%
2,168
936
$128K 0.01%
1,886
937
$128K 0.01%
4,853
-2,511
938
$128K 0.01%
1,914
-637
939
$128K 0.01%
3,487
-5,231
940
$128K 0.01%
12,332
941
$127K 0.01%
3,616
-13,573
942
$127K 0.01%
3,832
-624
943
$127K 0.01%
14,920
+310
944
$126K 0.01%
4,331
+266
945
$126K 0.01%
9,230
946
$126K 0.01%
3,271
-1,366
947
$126K 0.01%
9,019
-7,460
948
$125K 0.01%
749
-73
949
$125K 0.01%
6,168
+1,292
950
$125K 0.01%
4,192
-7,930
36 37
38
39 40