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
976
$98K ﹤0.01%
1,522
+2
977
$97.1K ﹤0.01%
1,041
+2
978
$97.1K ﹤0.01%
18,566
+9
979
$97K ﹤0.01%
11,792
+2,766
980
$96.9K ﹤0.01%
2,438
+1,788
981
$96.8K ﹤0.01%
1,143
982
$96.4K ﹤0.01%
5,750
+289
983
$96.4K ﹤0.01%
1,770
-458
984
$95.6K ﹤0.01%
12,332
985
$95.3K ﹤0.01%
2,227
-200
986
$95.2K ﹤0.01%
1,276
-756
987
$94.8K ﹤0.01%
202
-70
988
$94.8K ﹤0.01%
4,344
-199
989
$94.7K ﹤0.01%
2,435
+1
990
$93.9K ﹤0.01%
636
+392
991
$93.2K ﹤0.01%
2,087
-437
992
$93K ﹤0.01%
684
-10
993
$92.8K ﹤0.01%
1,469
-2
994
$92.1K ﹤0.01%
4,897
995
$91.6K ﹤0.01%
1,613
+2
996
$91.4K ﹤0.01%
2,232
+25
997
$91.3K ﹤0.01%
1,942
-61,742
998
$91.1K ﹤0.01%
17,684
999
$90.9K ﹤0.01%
1,970
-100
1000
$90.4K ﹤0.01%
2,340
38 39
40
41 42