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
1201
$49.4K ﹤0.01%
266
+1
1202
$49.4K ﹤0.01%
300
1203
$49.4K ﹤0.01%
1,879
-8,910
1204
$49.3K ﹤0.01%
1,360
1205
$49.2K ﹤0.01%
1,679
-24
1206
$49.1K ﹤0.01%
621
+6
1207
$49K ﹤0.01%
1,932
1208
$48.9K ﹤0.01%
187
-16,873
1209
$48.8K ﹤0.01%
975
1210
$48.7K ﹤0.01%
1,191
1211
$48.7K ﹤0.01%
516
+85
1212
$48.4K ﹤0.01%
6,140
1213
$48.2K ﹤0.01%
700
1214
$48.2K ﹤0.01%
2,025
1215
$48.1K ﹤0.01%
2,270
+52
1216
$48K ﹤0.01%
990
+48
1217
$47.9K ﹤0.01%
+5,479
1218
$47.5K ﹤0.01%
1,760
-832
1219
$47.4K ﹤0.01%
4,169
+49
1220
$47.3K ﹤0.01%
1,390
+468
1221
$47.2K ﹤0.01%
808
+82
1222
$47K ﹤0.01%
2,680
+1,200
1223
$46.9K ﹤0.01%
1,100
-957
1224
$46.8K ﹤0.01%
300
-100
1225
$46.5K ﹤0.01%
800
47 48
49
50 51