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
1376
$40K ﹤0.01%
854
+132
1377
$40K ﹤0.01%
300
+132
1378
$40K ﹤0.01%
193
-10
1379
$40K ﹤0.01%
144
+20
1380
$40K ﹤0.01%
1,801
+17
1381
$40K ﹤0.01%
577
-105
1382
$40K ﹤0.01%
+2,060
1383
$40K ﹤0.01%
487
-419
1384
$40K ﹤0.01%
5,350
-13,753
1385
$40K ﹤0.01%
1,341
-1,844
1386
$40K ﹤0.01%
3,523
+65
1387
$40K ﹤0.01%
20,000
+5,000
1388
$39K ﹤0.01%
1,697
-1,176
1389
$39K ﹤0.01%
430
1390
$39K ﹤0.01%
1,853
-1,765
1391
$39K ﹤0.01%
1,752
-1,924
1392
$39K ﹤0.01%
2,249
-799
1393
$39K ﹤0.01%
1,792
+76
1394
$39K ﹤0.01%
703
-213
1395
$39K ﹤0.01%
1,520
+20
1396
$39K ﹤0.01%
811
+1
1397
$39K ﹤0.01%
335
1398
$39K ﹤0.01%
1,116
-54
1399
$39K ﹤0.01%
1,845
-85
1400
$39K ﹤0.01%
353
54 55
56
57 58