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
1176
$68K ﹤0.01%
2,589
-200
1177
$67K ﹤0.01%
4,782
+32
1178
$67K ﹤0.01%
1,705
-1,705
1179
$67K ﹤0.01%
1,225
1180
$67K ﹤0.01%
+1,060
1181
$66K ﹤0.01%
2,230
+1,330
1182
$66K ﹤0.01%
945
+4
1183
$66K ﹤0.01%
1,882
+138
1184
$66K ﹤0.01%
3,150
1185
$65K ﹤0.01%
1,393
1186
$65K ﹤0.01%
+6,619
1187
$65K ﹤0.01%
1,642
1188
$65K ﹤0.01%
964
+6
1189
$65K ﹤0.01%
455
-228
1190
$64K ﹤0.01%
329
-218
1191
$64K ﹤0.01%
1,984
-1,690
1192
$64K ﹤0.01%
547
+4
1193
$64K ﹤0.01%
10,114
1194
$64K ﹤0.01%
183
-17,424
1195
$64K ﹤0.01%
1,042
-1,728
1196
$64K ﹤0.01%
1,310
-1,532
1197
$63K ﹤0.01%
1,258
-1,991
1198
$63K ﹤0.01%
23
1199
$63K ﹤0.01%
993
-345
1200
$63K ﹤0.01%
1,600
-6,819
46 47
48
49 50