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
1051
$77.1K ﹤0.01%
2,636
1052
$77.1K ﹤0.01%
2,461
-233
1053
$76.9K ﹤0.01%
6,000
1054
$76.7K ﹤0.01%
1,860
+855
1055
$76.7K ﹤0.01%
908
+1
1056
$76.7K ﹤0.01%
2,096
-650
1057
$76.3K ﹤0.01%
2,698
+1,326
1058
$76.3K ﹤0.01%
2,250
1059
$76.1K ﹤0.01%
2,255
-225
1060
$76.1K ﹤0.01%
7,624
-458
1061
$75.4K ﹤0.01%
10,366
+300
1062
$75K ﹤0.01%
1,465
1063
$74.9K ﹤0.01%
1,163
-294
1064
$74.5K ﹤0.01%
2,203
-465
1065
$74.1K ﹤0.01%
2,214
1066
$74K ﹤0.01%
1,354
+800
1067
$73.2K ﹤0.01%
1,848
-600
1068
$72.8K ﹤0.01%
6,754
+1,805
1069
$72.8K ﹤0.01%
927
+39
1070
$72.1K ﹤0.01%
1,508
-4,028
1071
$71.9K ﹤0.01%
267
+11
1072
$71.9K ﹤0.01%
4,229
+32
1073
$71.4K ﹤0.01%
1,260
1074
$71.3K ﹤0.01%
2,746
+1,147
1075
$71.1K ﹤0.01%
600
41 42
43
44 45