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
1401
$39K ﹤0.01%
694
-694
1402
$38K ﹤0.01%
1,170
+500
1403
$38K ﹤0.01%
1,338
-881
1404
$38K ﹤0.01%
1,813
-694
1405
$38K ﹤0.01%
3,106
+320
1406
$38K ﹤0.01%
1,313
-392
1407
$38K ﹤0.01%
263
+253
1408
$38K ﹤0.01%
2,975
-2,975
1409
$38K ﹤0.01%
619
-1,881
1410
$38K ﹤0.01%
934
-934
1411
$38K ﹤0.01%
+3,252
1412
$38K ﹤0.01%
650
1413
$38K ﹤0.01%
1,808
1414
$38K ﹤0.01%
1,290
-1,010
1415
$38K ﹤0.01%
1,453
-7,295
1416
$37K ﹤0.01%
706
+6
1417
$37K ﹤0.01%
569
-243
1418
$37K ﹤0.01%
1,041
-442
1419
$37K ﹤0.01%
569
1420
$37K ﹤0.01%
759
-325
1421
$37K ﹤0.01%
468
1422
$37K ﹤0.01%
668
-931
1423
$37K ﹤0.01%
300
-12
1424
$37K ﹤0.01%
556
1425
$37K ﹤0.01%
1,764
-17,121
55 56
57
58 59