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
1151
$74K ﹤0.01%
1,470
-8,222
1152
$73K ﹤0.01%
6,176
-13,420
1153
$73K ﹤0.01%
923
1154
$73K ﹤0.01%
3,186
-295
1155
$73K ﹤0.01%
369
+314
1156
$72K ﹤0.01%
1,098
-375
1157
$72K ﹤0.01%
493
-45
1158
$72K ﹤0.01%
5,720
+9
1159
$72K ﹤0.01%
1,182
1160
$71K ﹤0.01%
292
1161
$71K ﹤0.01%
2,440
-2,860
1162
$71K ﹤0.01%
1,375
+186
1163
$70K ﹤0.01%
10,200
1164
$70K ﹤0.01%
8,363
-8,169
1165
$70K ﹤0.01%
3,216
-2,922
1166
$70K ﹤0.01%
3,925
-4,150
1167
$70K ﹤0.01%
2,200
-200
1168
$70K ﹤0.01%
+16,600
1169
$69K ﹤0.01%
17,200
1170
$69K ﹤0.01%
449
-15
1171
$69K ﹤0.01%
960
-195
1172
$69K ﹤0.01%
410
-500
1173
$68K ﹤0.01%
2,443
+35
1174
$68K ﹤0.01%
3,049
1175
$68K ﹤0.01%
3,161
-1,914
45 46
47
48 49