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
1326
$37.4K ﹤0.01%
1,233
+423
1327
$37.4K ﹤0.01%
5,183
+115
1328
$37.4K ﹤0.01%
360
1329
$37.3K ﹤0.01%
700
1330
$37.3K ﹤0.01%
5,640
1331
$37.3K ﹤0.01%
126
-86
1332
$37.2K ﹤0.01%
726
+2
1333
$37.1K ﹤0.01%
1,287
1334
$37K ﹤0.01%
1,144
+197
1335
$36.8K ﹤0.01%
1,000
-1,400
1336
$36.8K ﹤0.01%
862
-50
1337
$36.8K ﹤0.01%
635
-15
1338
$36.8K ﹤0.01%
337
-6
1339
$36.7K ﹤0.01%
1,492
1340
$36.7K ﹤0.01%
389
+10
1341
$36.7K ﹤0.01%
568
+68
1342
$36.4K ﹤0.01%
352
+1
1343
$36.3K ﹤0.01%
349
1344
$36.2K ﹤0.01%
1,074
-1,001
1345
$36.2K ﹤0.01%
495
-25
1346
$36.1K ﹤0.01%
300
1347
$35.9K ﹤0.01%
2,806
+1,675
1348
$35.9K ﹤0.01%
1,488
+539
1349
$35.8K ﹤0.01%
3,155
1350
$35.7K ﹤0.01%
221
+3
52 53
54
55 56