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
1101
$83K ﹤0.01%
+485
1102
$82K ﹤0.01%
+3,960
1103
$82K ﹤0.01%
+3,910
1104
$82K ﹤0.01%
2,544
-3,679
1105
$82K ﹤0.01%
764
1106
$82K ﹤0.01%
920
-1,366
1107
$82K ﹤0.01%
1,320
1108
$82K ﹤0.01%
1,062
-1,062
1109
$81K ﹤0.01%
2,311
-1,549
1110
$81K ﹤0.01%
2,154
-122
1111
$81K ﹤0.01%
3,529
-488
1112
$81K ﹤0.01%
1,100
-105
1113
$80K ﹤0.01%
336
-4
1114
$80K ﹤0.01%
+1,699
1115
$80K ﹤0.01%
3,104
-1,860
1116
$80K ﹤0.01%
+1,641
1117
$80K ﹤0.01%
+6,929
1118
$79K ﹤0.01%
1,123
+1
1119
$79K ﹤0.01%
2,099
1120
$79K ﹤0.01%
1,508
-300
1121
$79K ﹤0.01%
1,836
-398
1122
$78K ﹤0.01%
2,326
1123
$78K ﹤0.01%
737
1124
$78K ﹤0.01%
476
-450
1125
$78K ﹤0.01%
1,103
-303
43 44
45
46 47