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
1276
$41.4K ﹤0.01%
+1,500
1277
$41.3K ﹤0.01%
8,774
1278
$41.3K ﹤0.01%
536
1279
$41.2K ﹤0.01%
593
-100
1280
$41.2K ﹤0.01%
658
-4
1281
$41.1K ﹤0.01%
1,801
1282
$40.9K ﹤0.01%
356
+10
1283
$40.9K ﹤0.01%
5,940
1284
$40.8K ﹤0.01%
212
-12
1285
$40.8K ﹤0.01%
1,195
+2
1286
$40.7K ﹤0.01%
1,210
-315
1287
$40.7K ﹤0.01%
1,843
1288
$40.5K ﹤0.01%
599
+1
1289
$40.5K ﹤0.01%
260
1290
$40.2K ﹤0.01%
221
1291
$40.1K ﹤0.01%
228
-264
1292
$39.9K ﹤0.01%
122
-10,385
1293
$39.8K ﹤0.01%
776
-13
1294
$39.8K ﹤0.01%
431
+366
1295
$39.7K ﹤0.01%
483
-50
1296
$39.6K ﹤0.01%
377
+59
1297
$39.5K ﹤0.01%
975
-384
1298
$39.4K ﹤0.01%
993
1299
$39.3K ﹤0.01%
6,057
+104
1300
$39.2K ﹤0.01%
849
+87
50 51
52
53 54