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
1201
$63K ﹤0.01%
1,103
-1,129
1202
$63K ﹤0.01%
850
-861
1203
$62K ﹤0.01%
1,478
-630
1204
$62K ﹤0.01%
2,400
1205
$62K ﹤0.01%
2,222
-5,153
1206
$61K ﹤0.01%
1,549
1207
$61K ﹤0.01%
644
-7,136
1208
$61K ﹤0.01%
1,043
+15
1209
$61K ﹤0.01%
4,610
-2,774
1210
$61K ﹤0.01%
11,027
+5,060
1211
$61K ﹤0.01%
659
+2
1212
$61K ﹤0.01%
610
-692
1213
$61K ﹤0.01%
857
-12
1214
$61K ﹤0.01%
+317
1215
$61K ﹤0.01%
1,207
-245
1216
$61K ﹤0.01%
2,450
+135
1217
$60K ﹤0.01%
457
-306
1218
$60K ﹤0.01%
222
+6
1219
$60K ﹤0.01%
1,175
-1,000
1220
$60K ﹤0.01%
575
-575
1221
$60K ﹤0.01%
713
-3
1222
$60K ﹤0.01%
881
-1,252
1223
$59K ﹤0.01%
1,623
+82
1224
$59K ﹤0.01%
722
-19
1225
$59K ﹤0.01%
19,822
+1
47 48
49
50 51