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
$2.43B
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
101
$6.16M 0.25%
42,544
-10,176
102
$6.16M 0.25%
193,494
-95,147
103
$6.03M 0.25%
193,168
+183,824
104
$5.99M 0.25%
54,267
-64,365
105
$5.82M 0.24%
34,518
-10,857
106
$5.8M 0.24%
43,081
+40,787
107
$5.76M 0.24%
48,962
+37,052
108
$5.74M 0.24%
13,886
+8,700
109
$5.7M 0.23%
25,452
-9,504
110
$5.69M 0.23%
133,420
-61,700
111
$5.6M 0.23%
56,541
+22,970
112
$5.56M 0.23%
26,966
+26,866
113
$5.47M 0.23%
107,661
-164,928
114
$5.41M 0.22%
25,769
+22,095
115
$5.33M 0.22%
37,150
-7,745
116
$5.32M 0.22%
56,326
-11,410
117
$5.28M 0.22%
31,705
-6,851
118
$5.28M 0.22%
104,620
+66,453
119
$5.23M 0.22%
125,654
+953
120
$5.15M 0.21%
72,798
+66,523
121
$5.1M 0.21%
59,721
-55,320
122
$4.95M 0.2%
+102,153
123
$4.9M 0.2%
96,596
-13,967
124
$4.82M 0.2%
52,905
-8,972
125
$4.64M 0.19%
66,231
+49,592
3 4
5
6 7