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
951
$125K 0.01%
11,224
+2,892
952
$125K 0.01%
652
-236
953
$124K 0.01%
2,580
+2,506
954
$123K 0.01%
6,777
-7,879
955
$123K 0.01%
+2,114
956
$123K 0.01%
5,371
+3,840
957
$122K 0.01%
27,938
-21,733
958
$122K 0.01%
2,107
-1,626
959
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23,548
-265
960
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4,339
-1
961
$121K 0.01%
8,282
962
$121K 0.01%
2,150
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963
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1,155
-993
964
$121K 0.01%
5,568
-15,991
965
$120K ﹤0.01%
4,292
-4,173
966
$120K ﹤0.01%
5,750
-8,550
967
$120K ﹤0.01%
2,457
-2,824
968
$120K ﹤0.01%
188
-175
969
$120K ﹤0.01%
30
970
$120K ﹤0.01%
2,613
-492
971
$120K ﹤0.01%
1,475
+1,243
972
$120K ﹤0.01%
5,248
-30,701
973
$119K ﹤0.01%
2,478
-2,622
974
$119K ﹤0.01%
+1,805
975
$119K ﹤0.01%
1,488
-142
37 38
39
40 41