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
1076
$70.8K ﹤0.01%
5,800
1077
$70.6K ﹤0.01%
2,000
1078
$70.6K ﹤0.01%
2,065
-225
1079
$69.9K ﹤0.01%
900
+300
1080
$69.8K ﹤0.01%
5,044
+1,517
1081
$69.7K ﹤0.01%
315
+184
1082
$69.7K ﹤0.01%
5,400
-746
1083
$69.6K ﹤0.01%
1,473
-53
1084
$69.4K ﹤0.01%
987
+5
1085
$69.2K ﹤0.01%
1,052
1086
$69.1K ﹤0.01%
777
-116
1087
$68.7K ﹤0.01%
631
1088
$68.5K ﹤0.01%
1,700
-4,050
1089
$68.2K ﹤0.01%
2,365
+1
1090
$67.8K ﹤0.01%
2,382
+2,362
1091
$67.6K ﹤0.01%
+2,200
1092
$67.6K ﹤0.01%
832
+30
1093
$67.5K ﹤0.01%
704
1094
$67.4K ﹤0.01%
2,300
1095
$67.2K ﹤0.01%
1,356
+346
1096
$66.8K ﹤0.01%
3,976
+2
1097
$66.8K ﹤0.01%
353
-18
1098
$66.3K ﹤0.01%
5,900
1099
$66.1K ﹤0.01%
4,837
1100
$65.4K ﹤0.01%
171
-71
42 43
44
45 46