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
926
$116K ﹤0.01%
2,000
927
$115K ﹤0.01%
6,867
-1
928
$115K ﹤0.01%
1,854
-48
929
$115K ﹤0.01%
6,382
+23
930
$114K ﹤0.01%
1,054
931
$114K ﹤0.01%
10,362
932
$114K ﹤0.01%
5,486
+98
933
$114K ﹤0.01%
26,300
+23,800
934
$114K ﹤0.01%
10,784
+1,600
935
$114K ﹤0.01%
708
-35
936
$113K ﹤0.01%
14,272
937
$112K ﹤0.01%
722
+10
938
$112K ﹤0.01%
1,058
-70
939
$111K ﹤0.01%
2,166
+272
940
$110K ﹤0.01%
2,331
-27
941
$110K ﹤0.01%
581
-315
942
$110K ﹤0.01%
2,322
-332
943
$109K ﹤0.01%
12,497
-3
944
$109K ﹤0.01%
3,028
945
$109K ﹤0.01%
3,029
+2,992
946
$109K ﹤0.01%
11,783
-4,154
947
$109K ﹤0.01%
2,994
948
$108K ﹤0.01%
3,094
+351
949
$107K ﹤0.01%
2,293
+900
950
$107K ﹤0.01%
1,814
+4
36 37
38
39 40