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
$2.43B
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
76
$7.97M 0.33%
106,422
-108,090
77
$7.91M 0.33%
187,890
-68,430
78
$7.88M 0.32%
90,170
-79,408
79
$7.86M 0.32%
149,821
-29,711
80
$7.77M 0.32%
57,155
+3,616
81
$7.72M 0.32%
50,458
+37,248
82
$7.71M 0.32%
209,382
+96,196
83
$7.62M 0.31%
27,052
-11,007
84
$7.58M 0.31%
174,571
-58,023
85
$7.49M 0.31%
58,900
-17,613
86
$7.35M 0.3%
88,778
+1,625
87
$7.24M 0.3%
117,965
-44,830
88
$7.18M 0.3%
+163,186
89
$7.16M 0.29%
84,478
+78,534
90
$7.14M 0.29%
61,433
-25,080
91
$7.11M 0.29%
3,307
-1,526
92
$7.06M 0.29%
55,691
-49,747
93
$6.9M 0.28%
152,335
+143,151
94
$6.89M 0.28%
61,179
-25,323
95
$6.86M 0.28%
42,529
-34,461
96
$6.53M 0.27%
21,198
-891
97
$6.52M 0.27%
+162,157
98
$6.5M 0.27%
+135,468
99
$6.49M 0.27%
75,679
+75,469
100
$6.37M 0.26%
55,926
-23,772
2 3
4
5 6