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
76
$7.23M 0.27%
132,001
-337
77
$7.22M 0.27%
29,628
-2,269
78
$7.2M 0.27%
49,537
-9,831
79
$7.1M 0.26%
42,889
-1,245
80
$7.09M 0.26%
8,756
-1,122
81
$7.08M 0.26%
144,587
-1,588
82
$6.98M 0.26%
8,899
-548
83
$6.88M 0.25%
94,561
-13,406
84
$6.87M 0.25%
150,646
-28,468
85
$6.64M 0.25%
101,423
+12,838
86
$6.64M 0.25%
51,948
+8,306
87
$6.43M 0.24%
8,947
+159
88
$6.35M 0.23%
262,185
+23,760
89
$6.29M 0.23%
66,748
+965
90
$6.24M 0.23%
63,007
-564
91
$6.19M 0.23%
64,857
+4,545
92
$5.96M 0.22%
51,664
-4,380
93
$5.79M 0.21%
142,396
+1,385
94
$5.78M 0.21%
7,330
+7,250
95
$5.71M 0.21%
113,732
-2,580
96
$5.63M 0.21%
23,994
+5,782
97
$5.59M 0.21%
34,439
+1,430
98
$5.55M 0.2%
14,829
+14,823
99
$5.44M 0.2%
237,650
-11,620
100
$5.39M 0.2%
11,702
-461
2 3
4
5 6