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
1001
$90.2K ﹤0.01%
742
1002
$90K ﹤0.01%
540
-15
1003
$89.3K ﹤0.01%
262
-200
1004
$88.9K ﹤0.01%
1,062
-262
1005
$88.6K ﹤0.01%
9,173
-5
1006
$88.3K ﹤0.01%
528
-296
1007
$88.3K ﹤0.01%
1,950
1008
$88.1K ﹤0.01%
1,394
1009
$87.4K ﹤0.01%
7,497
1010
$87.4K ﹤0.01%
718
-74
1011
$87K ﹤0.01%
1,000
1012
$86.8K ﹤0.01%
1,716
+11
1013
$86.3K ﹤0.01%
9,552
+33
1014
$86.1K ﹤0.01%
1,812
+266
1015
$85.4K ﹤0.01%
1,851
+359
1016
$85.2K ﹤0.01%
9,018
+140
1017
$85K ﹤0.01%
7,346
+5
1018
$85K ﹤0.01%
455
+43
1019
$84.8K ﹤0.01%
1,018
-17
1020
$84.6K ﹤0.01%
+222
1021
$84.6K ﹤0.01%
4,072
1022
$84K ﹤0.01%
2,347
+788
1023
$83.7K ﹤0.01%
3,845
-300
1024
$83.5K ﹤0.01%
3,365
1025
$83.3K ﹤0.01%
1,850
+1,000
39 40
41
42 43