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
1226
$59K ﹤0.01%
2,491
+4
1227
$58K ﹤0.01%
1,583
1228
$58K ﹤0.01%
1,405
-100
1229
$58K ﹤0.01%
520
-570
1230
$58K ﹤0.01%
4,252
1231
$58K ﹤0.01%
2,919
1232
$58K ﹤0.01%
3,429
+7
1233
$58K ﹤0.01%
+5,272
1234
$58K ﹤0.01%
1,568
1235
$58K ﹤0.01%
1,000
1236
$58K ﹤0.01%
603
-96
1237
$58K ﹤0.01%
973
-150
1238
$58K ﹤0.01%
3,917
+773
1239
$57K ﹤0.01%
6,371
+16
1240
$57K ﹤0.01%
558
1241
$57K ﹤0.01%
1,500
1242
$57K ﹤0.01%
4,605
-17,175
1243
$57K ﹤0.01%
1,090
-710
1244
$57K ﹤0.01%
800
1245
$56K ﹤0.01%
+9,120
1246
$56K ﹤0.01%
235
1247
$56K ﹤0.01%
2,391
+326
1248
$56K ﹤0.01%
596
-82,268
1249
$56K ﹤0.01%
5,200
1250
$56K ﹤0.01%
446
48 49
50
51 52