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
1251
$43.8K ﹤0.01%
447
1252
$43.7K ﹤0.01%
762
-515
1253
$43.5K ﹤0.01%
3,200
1254
$43.3K ﹤0.01%
1,127
+115
1255
$43.2K ﹤0.01%
244
-115
1256
$43.2K ﹤0.01%
3,500
1257
$42.9K ﹤0.01%
19,515
+4,670
1258
$42.9K ﹤0.01%
333
-113
1259
$42.9K ﹤0.01%
948
+12
1260
$42.8K ﹤0.01%
1,075
-200
1261
$42.8K ﹤0.01%
1,084
-4,116
1262
$42.5K ﹤0.01%
2,249
1263
$42.5K ﹤0.01%
3,465
1264
$42.4K ﹤0.01%
447
+3
1265
$42.2K ﹤0.01%
1,238
-96
1266
$42.2K ﹤0.01%
384
-101
1267
$42.1K ﹤0.01%
446
-108
1268
$42K ﹤0.01%
5,584
+1,375
1269
$42K ﹤0.01%
1,050
1270
$41.9K ﹤0.01%
362
1271
$41.8K ﹤0.01%
540
-109
1272
$41.7K ﹤0.01%
903
-794
1273
$41.6K ﹤0.01%
3,639
+77
1274
$41.5K ﹤0.01%
2,254
+59
1275
$41.5K ﹤0.01%
800
49 50
51
52 53