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
1051
$95K ﹤0.01%
1,429
-636
1052
$95K ﹤0.01%
1,152
-4,653
1053
$95K ﹤0.01%
5,926
-3,262
1054
$95K ﹤0.01%
1,592
+4
1055
$95K ﹤0.01%
2,263
-289
1056
$95K ﹤0.01%
1,478
-796
1057
$95K ﹤0.01%
1,882
+29
1058
$95K ﹤0.01%
14,467
+25
1059
$95K ﹤0.01%
17,516
-9,584
1060
$95K ﹤0.01%
1,070
-190
1061
$94K ﹤0.01%
+5,506
1062
$93K ﹤0.01%
2,897
+1,047
1063
$93K ﹤0.01%
1,153
1064
$93K ﹤0.01%
3,555
1065
$92K ﹤0.01%
3,880
+2,147
1066
$92K ﹤0.01%
3,171
+8
1067
$92K ﹤0.01%
1,545
-1,491
1068
$91K ﹤0.01%
110
+17
1069
$91K ﹤0.01%
1,747
-153
1070
$91K ﹤0.01%
1,658
+271
1071
$91K ﹤0.01%
9,178
1072
$91K ﹤0.01%
608
-2
1073
$90K ﹤0.01%
1,540
+85
1074
$90K ﹤0.01%
6,877
-1,448
1075
$90K ﹤0.01%
4,897
-4,696
41 42
43
44 45