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
1126
$77K ﹤0.01%
3,700
-400
1127
$77K ﹤0.01%
+63,607
1128
$77K ﹤0.01%
2,948
-7,653
1129
$77K ﹤0.01%
5,052
1130
$77K ﹤0.01%
255
-17
1131
$76K ﹤0.01%
880
+111
1132
$76K ﹤0.01%
1,201
1133
$76K ﹤0.01%
1,344
-5,287
1134
$76K ﹤0.01%
1,352
-46
1135
$76K ﹤0.01%
19,417
1136
$76K ﹤0.01%
1,164
-114
1137
$76K ﹤0.01%
2,554
-398
1138
$76K ﹤0.01%
141
-95
1139
$76K ﹤0.01%
11,260
1140
$76K ﹤0.01%
782
-918
1141
$75K ﹤0.01%
1,377
-340
1142
$75K ﹤0.01%
1,096
-1,096
1143
$75K ﹤0.01%
9,339
-34,701
1144
$75K ﹤0.01%
5,263
-4,647
1145
$75K ﹤0.01%
17,423
-9,193
1146
$75K ﹤0.01%
1,950
-1,790
1147
$74K ﹤0.01%
262
1148
$74K ﹤0.01%
4,429
-984
1149
$74K ﹤0.01%
1,043
-874
1150
$74K ﹤0.01%
+5,386
44 45
46
47 48