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
1226
$46.4K ﹤0.01%
730
+460
1227
$46.2K ﹤0.01%
1,198
+5
1228
$46.2K ﹤0.01%
+2,000
1229
$45.8K ﹤0.01%
4,777
+1,877
1230
$45.8K ﹤0.01%
2,235
+358
1231
$45.6K ﹤0.01%
1,225
-550
1232
$45.5K ﹤0.01%
885
+47
1233
$45.4K ﹤0.01%
2,543
-16,455
1234
$45.4K ﹤0.01%
430
1235
$45.4K ﹤0.01%
8,948
1236
$45.3K ﹤0.01%
697
+366
1237
$45.3K ﹤0.01%
995
-270
1238
$45.2K ﹤0.01%
895
+475
1239
$45K ﹤0.01%
2,020
+670
1240
$44.9K ﹤0.01%
5,206
1241
$44.9K ﹤0.01%
1,113
-70
1242
$44.8K ﹤0.01%
11,905
+2,195
1243
$44.7K ﹤0.01%
4,412
1244
$44.5K ﹤0.01%
793
+400
1245
$44.5K ﹤0.01%
1,033
+4
1246
$44.3K ﹤0.01%
679
-3
1247
$44.3K ﹤0.01%
197
+2
1248
$44.1K ﹤0.01%
235
+108
1249
$44K ﹤0.01%
238
-3,880
1250
$43.9K ﹤0.01%
2,230
48 49
50
51 52