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
976
$119K ﹤0.01%
893
-672
977
$118K ﹤0.01%
7,144
+992
978
$118K ﹤0.01%
3,674
979
$118K ﹤0.01%
4,415
-1,837
980
$117K ﹤0.01%
667
-55,411
981
$117K ﹤0.01%
10,000
982
$117K ﹤0.01%
2,247
-5,490
983
$117K ﹤0.01%
1,056
-58
984
$116K ﹤0.01%
2,911
-1,938
985
$116K ﹤0.01%
2,125
-202
986
$115K ﹤0.01%
1,328
-1,327
987
$115K ﹤0.01%
2,517
-1
988
$114K ﹤0.01%
2,000
989
$114K ﹤0.01%
18,231
-27,200
990
$112K ﹤0.01%
4,115
-3,140
991
$112K ﹤0.01%
+9,387
992
$112K ﹤0.01%
1,789
-301
993
$112K ﹤0.01%
2,538
+35
994
$111K ﹤0.01%
4,140
-4,740
995
$111K ﹤0.01%
3,244
+2,642
996
$111K ﹤0.01%
3,248
-73,463
997
$111K ﹤0.01%
2,965
+1,307
998
$110K ﹤0.01%
3,107
-2,449
999
$110K ﹤0.01%
1,219
+510
1000
$110K ﹤0.01%
1,473
-1,913
38 39
40
41 42