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
1301
$49K ﹤0.01%
988
-5,768
1302
$48K ﹤0.01%
673
+5
1303
$48K ﹤0.01%
+2,054
1304
$48K ﹤0.01%
4,691
-3,217
1305
$48K ﹤0.01%
8,020
-6,520
1306
$48K ﹤0.01%
3,234
-3,006
1307
$48K ﹤0.01%
3,679
-27
1308
$48K ﹤0.01%
391
-1,404
1309
$47K ﹤0.01%
560
-405
1310
$47K ﹤0.01%
758
1311
$47K ﹤0.01%
792
-506
1312
$47K ﹤0.01%
3,199
-1,501
1313
$47K ﹤0.01%
4,283
+1
1314
$47K ﹤0.01%
10,400
-13,300
1315
$47K ﹤0.01%
503
-469
1316
$47K ﹤0.01%
+44,000
1317
$46K ﹤0.01%
340
+194
1318
$46K ﹤0.01%
513
-236
1319
$46K ﹤0.01%
1,910
+184
1320
$46K ﹤0.01%
1,638
-2,882
1321
$46K ﹤0.01%
1,073
-2,344
1322
$46K ﹤0.01%
2,669
-11,721
1323
$46K ﹤0.01%
1,843
1324
$46K ﹤0.01%
2,517
-748
1325
$46K ﹤0.01%
+2,196
51 52
53
54 55