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
1326
$46K ﹤0.01%
2,231
-875
1327
$46K ﹤0.01%
262
1328
$45K ﹤0.01%
+1,875
1329
$45K ﹤0.01%
1,300
+9
1330
$45K ﹤0.01%
4,768
-4,768
1331
$45K ﹤0.01%
639
+120
1332
$45K ﹤0.01%
4,172
-1,641
1333
$45K ﹤0.01%
2,817
+37
1334
$45K ﹤0.01%
418
1335
$44K ﹤0.01%
2,185
-1,015
1336
$44K ﹤0.01%
904
+3
1337
$44K ﹤0.01%
2,141
+70
1338
$44K ﹤0.01%
396
-296
1339
$44K ﹤0.01%
14,500
1340
$44K ﹤0.01%
270
-100
1341
$44K ﹤0.01%
323
-135
1342
$44K ﹤0.01%
975
1343
$44K ﹤0.01%
438
-360
1344
$44K ﹤0.01%
447
1345
$44K ﹤0.01%
982
-20,469
1346
$44K ﹤0.01%
700
-700
1347
$44K ﹤0.01%
1,525
1348
$44K ﹤0.01%
918
-166
1349
$44K ﹤0.01%
+1,572
1350
$43K ﹤0.01%
3,500
52 53
54
55 56