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
1076
$90K ﹤0.01%
1,164
-1,182
1077
$89K ﹤0.01%
3,100
1078
$89K ﹤0.01%
410
-90
1079
$89K ﹤0.01%
8,475
1080
$88K ﹤0.01%
1,704
-1,224
1081
$88K ﹤0.01%
7,925
-700
1082
$88K ﹤0.01%
985
+799
1083
$87K ﹤0.01%
1,814
+475
1084
$87K ﹤0.01%
2,250
-1,050
1085
$87K ﹤0.01%
5,700
-1,275
1086
$87K ﹤0.01%
2,400
1087
$86K ﹤0.01%
1,802
+1
1088
$86K ﹤0.01%
859
1089
$86K ﹤0.01%
218
-17,561
1090
$85K ﹤0.01%
1,301
-709
1091
$85K ﹤0.01%
3,209
-56,911
1092
$84K ﹤0.01%
2,148
-2,069
1093
$84K ﹤0.01%
3,561
+80
1094
$84K ﹤0.01%
1,881
-1,877
1095
$84K ﹤0.01%
3,200
+2,500
1096
$83K ﹤0.01%
6,745
1097
$83K ﹤0.01%
1,197
-830
1098
$83K ﹤0.01%
+1,648
1099
$83K ﹤0.01%
1,305
+68
1100
$83K ﹤0.01%
1,430
-10,772
42 43
44
45 46