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
1151
$56.3K ﹤0.01%
638
-487
1152
$56.2K ﹤0.01%
4,720
1153
$55.7K ﹤0.01%
743
-56
1154
$55.5K ﹤0.01%
4,803
1155
$55.4K ﹤0.01%
1,887
1156
$55.4K ﹤0.01%
2,917
+100
1157
$55.4K ﹤0.01%
858
-300
1158
$55.4K ﹤0.01%
558
1159
$55.3K ﹤0.01%
3,390
1160
$55.2K ﹤0.01%
1,201
1161
$55.2K ﹤0.01%
2,065
-103
1162
$54.9K ﹤0.01%
4,285
+20
1163
$54.9K ﹤0.01%
620
-25
1164
$54.8K ﹤0.01%
2,213
-8,480
1165
$54.6K ﹤0.01%
504
+1
1166
$54.6K ﹤0.01%
4,762
+2,200
1167
$54.5K ﹤0.01%
449
1168
$54.2K ﹤0.01%
4,390
-230
1169
$54.1K ﹤0.01%
1,875
1170
$53.8K ﹤0.01%
327
-10
1171
$53.8K ﹤0.01%
4,200
1172
$53.8K ﹤0.01%
407
1173
$53.8K ﹤0.01%
1,021
+236
1174
$53.5K ﹤0.01%
2,100
1175
$53.2K ﹤0.01%
1,392
45 46
47
48 49