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
1101
$65.2K ﹤0.01%
1,800
1102
$64.7K ﹤0.01%
1,424
1103
$64.4K ﹤0.01%
1,035
+400
1104
$64.4K ﹤0.01%
759
-11
1105
$63.9K ﹤0.01%
1,520
-628
1106
$63.7K ﹤0.01%
275
+40
1107
$63.6K ﹤0.01%
173
+3
1108
$63.5K ﹤0.01%
1,083
+20
1109
$63.4K ﹤0.01%
7,712
-74
1110
$63.3K ﹤0.01%
2,430
-125
1111
$63.2K ﹤0.01%
1,714
-230
1112
$63K ﹤0.01%
6,150
1113
$62.5K ﹤0.01%
406
+128
1114
$62.2K ﹤0.01%
176
+2
1115
$62.1K ﹤0.01%
1,276
+298
1116
$62K ﹤0.01%
323
1117
$61.9K ﹤0.01%
1,147
1118
$61.9K ﹤0.01%
1,096
1119
$61.9K ﹤0.01%
2,055
1120
$61.9K ﹤0.01%
3,410
+830
1121
$61.8K ﹤0.01%
825
1122
$61.7K ﹤0.01%
1,389
-159
1123
$61.6K ﹤0.01%
814
-1,000
1124
$61.4K ﹤0.01%
10,200
1125
$61.1K ﹤0.01%
887
-59
43 44
45
46 47