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
951
$107K ﹤0.01%
2,731
-376
952
$106K ﹤0.01%
1,265
-500
953
$105K ﹤0.01%
3,591
+42
954
$104K ﹤0.01%
1,070
955
$104K ﹤0.01%
1,593
+190
956
$104K ﹤0.01%
1,285
-69
957
$104K ﹤0.01%
2,718
+3
958
$104K ﹤0.01%
3,700
959
$103K ﹤0.01%
1,539
960
$102K ﹤0.01%
1,333
-9
961
$102K ﹤0.01%
23,453
+288
962
$102K ﹤0.01%
3,030
+800
963
$102K ﹤0.01%
1,170
964
$101K ﹤0.01%
270
+15
965
$101K ﹤0.01%
1,405
+11
966
$101K ﹤0.01%
3,721
+745
967
$100K ﹤0.01%
6,645
968
$100K ﹤0.01%
12,788
+2,533
969
$100K ﹤0.01%
4,000
970
$99.5K ﹤0.01%
1,512
-1,737
971
$99.5K ﹤0.01%
676
+489
972
$99.5K ﹤0.01%
2,582
-152
973
$99.5K ﹤0.01%
1,000
974
$99.3K ﹤0.01%
2,034
+2,010
975
$98.8K ﹤0.01%
2,000
37 38
39
40 41