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
1376
$32.9K ﹤0.01%
1,635
+86
1377
$32.9K ﹤0.01%
160
1378
$32.8K ﹤0.01%
+222
1379
$32.7K ﹤0.01%
2,247
-400
1380
$32.6K ﹤0.01%
421
1381
$32.6K ﹤0.01%
1,400
1382
$32.6K ﹤0.01%
288
-11
1383
$32.5K ﹤0.01%
650
1384
$32.5K ﹤0.01%
100
1385
$32.5K ﹤0.01%
648
1386
$32.3K ﹤0.01%
444
-140
1387
$32.3K ﹤0.01%
945
1388
$32.3K ﹤0.01%
398
1389
$32.2K ﹤0.01%
939
1390
$32.1K ﹤0.01%
525
1391
$32.1K ﹤0.01%
896
-40
1392
$32.1K ﹤0.01%
225
-9
1393
$32.1K ﹤0.01%
77
-3
1394
$31.9K ﹤0.01%
1,228
+150
1395
$31.8K ﹤0.01%
1,325
1396
$31.7K ﹤0.01%
10,960
+300
1397
$31.5K ﹤0.01%
844
1398
$31.1K ﹤0.01%
324
+92
1399
$31K ﹤0.01%
1,889
1400
$30.8K ﹤0.01%
440
54 55
56
57 58