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
1351
$43K ﹤0.01%
388
-238
1352
$43K ﹤0.01%
643
-117,070
1353
$43K ﹤0.01%
1,650
1354
$43K ﹤0.01%
7,014
-7,857
1355
$43K ﹤0.01%
1,223
+216
1356
$43K ﹤0.01%
3,279
-1,153
1357
$43K ﹤0.01%
1,838
-2,719
1358
$43K ﹤0.01%
134
1359
$43K ﹤0.01%
11
-11
1360
$42K ﹤0.01%
6,010
-6,010
1361
$42K ﹤0.01%
+916
1362
$42K ﹤0.01%
5,033
-910
1363
$42K ﹤0.01%
432
+4
1364
$42K ﹤0.01%
251
-24
1365
$42K ﹤0.01%
262
+2
1366
$42K ﹤0.01%
2,000
-5,500
1367
$42K ﹤0.01%
345
-790
1368
$42K ﹤0.01%
1,404
-830
1369
$42K ﹤0.01%
595
-1,783
1370
$41K ﹤0.01%
940
1371
$41K ﹤0.01%
6,150
-6,758
1372
$41K ﹤0.01%
913
-163
1373
$41K ﹤0.01%
1,374
1374
$41K ﹤0.01%
2,273
-5,579
1375
$41K ﹤0.01%
3,465
-3,465
53 54
55
56 57