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
1126
$60.9K ﹤0.01%
1,020
-9
1127
$60.7K ﹤0.01%
502
1128
$60.6K ﹤0.01%
2,312
-3,616
1129
$60.5K ﹤0.01%
875
1130
$60.5K ﹤0.01%
520
1131
$60K ﹤0.01%
2,280
1132
$59.4K ﹤0.01%
2,237
-240
1133
$59.4K ﹤0.01%
8,820
+2,475
1134
$59.3K ﹤0.01%
3,942
+186
1135
$59.2K ﹤0.01%
3,032
-4,604
1136
$58.9K ﹤0.01%
1,950
-8,863
1137
$58.9K ﹤0.01%
811
+1
1138
$58.5K ﹤0.01%
544
+1
1139
$58.2K ﹤0.01%
354
+120
1140
$58.2K ﹤0.01%
3,000
+1,160
1141
$58.1K ﹤0.01%
+741
1142
$57.9K ﹤0.01%
612
-84
1143
$57.9K ﹤0.01%
4,150
+255
1144
$57.8K ﹤0.01%
2,283
-55
1145
$57.7K ﹤0.01%
1,810
+900
1146
$57.6K ﹤0.01%
516
+5
1147
$57.4K ﹤0.01%
1,995
+61
1148
$57.1K ﹤0.01%
1,590
+120
1149
$57K ﹤0.01%
6,156
+32
1150
$56.7K ﹤0.01%
6,247
+20
44 45
46
47 48