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
1276
$52K ﹤0.01%
263
-326
1277
$52K ﹤0.01%
1,524
-639
1278
$52K ﹤0.01%
4,200
1279
$52K ﹤0.01%
847
-367
1280
$51K ﹤0.01%
1,300
1281
$51K ﹤0.01%
+699
1282
$51K ﹤0.01%
12,277
+26
1283
$51K ﹤0.01%
1,624
-1,660
1284
$51K ﹤0.01%
153
-28
1285
$51K ﹤0.01%
1,349
-13
1286
$51K ﹤0.01%
4,615
-2,383
1287
$51K ﹤0.01%
2,372
+1,926
1288
$51K ﹤0.01%
731
+72
1289
$50K ﹤0.01%
600
+46
1290
$50K ﹤0.01%
1,199
+13
1291
$50K ﹤0.01%
1,044
-1,135
1292
$50K ﹤0.01%
1,789
-829
1293
$50K ﹤0.01%
1,575
-682
1294
$50K ﹤0.01%
931
-290
1295
$49K ﹤0.01%
4,581
-2,013
1296
$49K ﹤0.01%
953
+8
1297
$49K ﹤0.01%
1,310
+109
1298
$49K ﹤0.01%
1,075
-419
1299
$49K ﹤0.01%
1,707
-1,665
1300
$49K ﹤0.01%
2,100
50 51
52
53 54