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
1351
$35.6K ﹤0.01%
2,655
-2,818
1352
$35.6K ﹤0.01%
1,117
-72
1353
$35.5K ﹤0.01%
1,221
-77
1354
$35.4K ﹤0.01%
1,203
-495
1355
$35.3K ﹤0.01%
2,099
1356
$35.2K ﹤0.01%
309
-18
1357
$35.1K ﹤0.01%
5,452
1358
$35.1K ﹤0.01%
1,308
+458
1359
$34.9K ﹤0.01%
2,152
1360
$34.8K ﹤0.01%
3,486
1361
$34.8K ﹤0.01%
9,036
+648
1362
$34.7K ﹤0.01%
673
-266
1363
$34.4K ﹤0.01%
717
+6
1364
$34.2K ﹤0.01%
650
1365
$34.1K ﹤0.01%
1,738
+114
1366
$34K ﹤0.01%
570
-64
1367
$33.9K ﹤0.01%
254
1368
$33.9K ﹤0.01%
800
1369
$33.8K ﹤0.01%
577
-20
1370
$33.6K ﹤0.01%
720
+580
1371
$33.4K ﹤0.01%
896
-25
1372
$33.3K ﹤0.01%
3,276
1373
$33.2K ﹤0.01%
244
+5
1374
$33K ﹤0.01%
850
+227
1375
$33K ﹤0.01%
1,425
53 54
55
56 57