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
1026
$83.1K ﹤0.01%
724
-40
1027
$82.8K ﹤0.01%
5,000
+4,800
1028
$82.4K ﹤0.01%
1,054
+2
1029
$82.4K ﹤0.01%
8,501
+3,242
1030
$82.2K ﹤0.01%
1,596
+549
1031
$82.2K ﹤0.01%
3,554
-1
1032
$82K ﹤0.01%
2,275
-1,075
1033
$81.2K ﹤0.01%
414
+152
1034
$81.1K ﹤0.01%
996
-19
1035
$80.8K ﹤0.01%
1,327
+1,316
1036
$80.5K ﹤0.01%
1,336
1037
$80.4K ﹤0.01%
7,119
-2,096
1038
$80.3K ﹤0.01%
1,795
-440
1039
$79.7K ﹤0.01%
2,702
+1,363
1040
$79.7K ﹤0.01%
1,557
-844
1041
$79.4K ﹤0.01%
2,788
-1,043
1042
$79.3K ﹤0.01%
476
1043
$79.2K ﹤0.01%
1,142
-15
1044
$77.9K ﹤0.01%
1,132
+102
1045
$77.9K ﹤0.01%
236
+1
1046
$77.6K ﹤0.01%
2,476
-346
1047
$77.4K ﹤0.01%
1,696
-156
1048
$77.4K ﹤0.01%
5,263
1049
$77.2K ﹤0.01%
7,117
+3
1050
$77.2K ﹤0.01%
4,024
+1,596
40 41
42
43 44