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
1176
$53.2K ﹤0.01%
731
1177
$53.1K ﹤0.01%
2,919
1178
$53K ﹤0.01%
1,648
+210
1179
$52.7K ﹤0.01%
1,532
-59
1180
$52.3K ﹤0.01%
885
1181
$52.2K ﹤0.01%
1,600
1182
$52.2K ﹤0.01%
589
1183
$51.9K ﹤0.01%
1,017
-444
1184
$51.9K ﹤0.01%
5,000
-2,051
1185
$51.6K ﹤0.01%
6,253
-170
1186
$51.4K ﹤0.01%
876
-212
1187
$51.2K ﹤0.01%
518
-17
1188
$51.1K ﹤0.01%
758
1189
$51K ﹤0.01%
1,706
-39
1190
$50.9K ﹤0.01%
1,216
1191
$50.7K ﹤0.01%
4,725
+38
1192
$50.6K ﹤0.01%
1,541
+534
1193
$50.4K ﹤0.01%
294
+1
1194
$50K ﹤0.01%
956
-50
1195
$49.9K ﹤0.01%
779
+359
1196
$49.9K ﹤0.01%
1,872
-686
1197
$49.7K ﹤0.01%
1,680
1198
$49.6K ﹤0.01%
2,790
1199
$49.6K ﹤0.01%
916
-399
1200
$49.4K ﹤0.01%
2,617
+522
46 47
48
49 50