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
1026
$102K ﹤0.01%
3,114
-1,947
1027
$102K ﹤0.01%
4,638
-37,648
1028
$101K ﹤0.01%
8,299
-13,499
1029
$101K ﹤0.01%
+2,335
1030
$101K ﹤0.01%
390
-398
1031
$101K ﹤0.01%
3,080
+10
1032
$101K ﹤0.01%
1,959
-1,537
1033
$100K ﹤0.01%
2,895
-2,746
1034
$99K ﹤0.01%
7,353
+2,650
1035
$99K ﹤0.01%
4,390
-15,218
1036
$99K ﹤0.01%
2,243
-3,125
1037
$99K ﹤0.01%
21,652
-16,879
1038
$99K ﹤0.01%
2,360
+160
1039
$99K ﹤0.01%
875
-35
1040
$99K ﹤0.01%
2,182
+1,742
1041
$99K ﹤0.01%
2,422
-1,716
1042
$98K ﹤0.01%
3,600
+1,416
1043
$98K ﹤0.01%
450
1044
$98K ﹤0.01%
2,000
-2,000
1045
$97K ﹤0.01%
1,049
+223
1046
$97K ﹤0.01%
1,439
-832
1047
$97K ﹤0.01%
860
-5,596
1048
$96K ﹤0.01%
811
-801
1049
$96K ﹤0.01%
7,781
-27,715
1050
$96K ﹤0.01%
+7,660
40 41
42
43 44