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
1401
$30.7K ﹤0.01%
280
+3
1402
$30.7K ﹤0.01%
2,638
1403
$30.5K ﹤0.01%
1,975
-170
1404
$30.3K ﹤0.01%
5,047
-3,000
1405
$30.3K ﹤0.01%
1,030
1406
$30.3K ﹤0.01%
850
1407
$30.2K ﹤0.01%
12,782
1408
$30.1K ﹤0.01%
4,482
+151
1409
$30.1K ﹤0.01%
309
1410
$30K ﹤0.01%
230
-4
1411
$30K ﹤0.01%
+2,980
1412
$30K ﹤0.01%
600
1413
$29.9K ﹤0.01%
925
1414
$29.9K ﹤0.01%
2,017
1415
$29.7K ﹤0.01%
842
-826
1416
$29.7K ﹤0.01%
1,522
+747
1417
$29.6K ﹤0.01%
3,028
+10
1418
$29.6K ﹤0.01%
568
1419
$29.6K ﹤0.01%
934
1420
$29.6K ﹤0.01%
1,321
1421
$29.5K ﹤0.01%
1,226
1422
$29.4K ﹤0.01%
687
+247
1423
$29.4K ﹤0.01%
476
1424
$29.4K ﹤0.01%
117
+22
1425
$29.4K ﹤0.01%
459
+169
55 56
57
58 59