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
101
$5.36M 0.2%
12,549
+10,901
102
$5.34M 0.2%
65,035
-810
103
$4.96M 0.18%
26,771
+51
104
$4.93M 0.18%
58,997
+5,005
105
$4.92M 0.18%
60,638
-14,347
106
$4.85M 0.18%
32,380
-28
107
$4.78M 0.18%
61,107
-924
108
$4.77M 0.18%
21,659
+316
109
$4.75M 0.18%
15,923
+206
110
$4.73M 0.17%
50,744
-750
111
$4.68M 0.17%
29,767
-1,262
112
$4.65M 0.17%
37,448
+36,872
113
$4.64M 0.17%
21,786
+9,311
114
$4.6M 0.17%
44,722
+16,980
115
$4.58M 0.17%
23,177
+22,257
116
$4.57M 0.17%
60,447
-6,819
117
$4.52M 0.17%
33,517
-2,056
118
$4.5M 0.17%
53,790
+53,526
119
$4.46M 0.16%
44,748
-4,797
120
$4.45M 0.16%
51,270
-6,480
121
$4.44M 0.16%
25,756
-16,685
122
$4.4M 0.16%
24,694
-1,519
123
$4.37M 0.16%
15,458
+266
124
$4.32M 0.16%
25,569
+5,145
125
$4.32M 0.16%
48,391
-3,734
3 4
5
6 7