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
1301
$39.2K ﹤0.01%
11
1302
$39.1K ﹤0.01%
1,993
1303
$39.1K ﹤0.01%
953
1304
$39K ﹤0.01%
1,882
+11
1305
$38.9K ﹤0.01%
2,900
+900
1306
$38.9K ﹤0.01%
300
-23,970
1307
$38.8K ﹤0.01%
518
-155
1308
$38.6K ﹤0.01%
759
1309
$38.5K ﹤0.01%
884
1310
$38.4K ﹤0.01%
729
+21
1311
$38.3K ﹤0.01%
787
+167
1312
$38.3K ﹤0.01%
163
+21
1313
$38.1K ﹤0.01%
1,779
1314
$38K ﹤0.01%
2,918
1315
$38K ﹤0.01%
1,210
-93
1316
$37.9K ﹤0.01%
705
1317
$37.9K ﹤0.01%
2,135
+383
1318
$37.9K ﹤0.01%
70
-3
1319
$37.9K ﹤0.01%
236
1320
$37.7K ﹤0.01%
600
1321
$37.7K ﹤0.01%
810
1322
$37.6K ﹤0.01%
3,723
+442
1323
$37.6K ﹤0.01%
3,334
+2,036
1324
$37.5K ﹤0.01%
1,920
-86
1325
$37.5K ﹤0.01%
882
+10
51 52
53
54 55