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
1251
$56K ﹤0.01%
+2,555
1252
$55K ﹤0.01%
821
1253
$55K ﹤0.01%
711
+4
1254
$55K ﹤0.01%
6,556
-6,019
1255
$55K ﹤0.01%
7,367
-5,970
1256
$55K ﹤0.01%
1,043
+25
1257
$54K ﹤0.01%
+1,500
1258
$54K ﹤0.01%
7,610
+1
1259
$54K ﹤0.01%
410
-2,400
1260
$54K ﹤0.01%
+1,113
1261
$54K ﹤0.01%
6,760
-504
1262
$54K ﹤0.01%
8,950
-9,119
1263
$54K ﹤0.01%
2,100
1264
$54K ﹤0.01%
3,137
-2,700
1265
$53K ﹤0.01%
885
-354
1266
$53K ﹤0.01%
969
-7
1267
$53K ﹤0.01%
5,122
-1,326
1268
$53K ﹤0.01%
1,827
-862
1269
$53K ﹤0.01%
2,712
-2,645
1270
$53K ﹤0.01%
1,656
1271
$53K ﹤0.01%
+8,944
1272
$52K ﹤0.01%
1,069
-51
1273
$52K ﹤0.01%
1,612
+26
1274
$52K ﹤0.01%
491
1275
$52K ﹤0.01%
6,862
-3,992
49 50
51
52 53