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
1426
$37K ﹤0.01%
331
+5
1427
$37K ﹤0.01%
+1,253
1428
$37K ﹤0.01%
1,250
1429
$37K ﹤0.01%
143
-451
1430
$37K ﹤0.01%
388
-283
1431
$37K ﹤0.01%
307
-12
1432
$37K ﹤0.01%
+10,000
1433
$36K ﹤0.01%
602
+2
1434
$36K ﹤0.01%
1,017
+17
1435
$36K ﹤0.01%
274
-128
1436
$36K ﹤0.01%
808
-1,361
1437
$36K ﹤0.01%
1,269
-564
1438
$35K ﹤0.01%
+797
1439
$35K ﹤0.01%
3,835
-3,823
1440
$35K ﹤0.01%
1,000
1441
$35K ﹤0.01%
329
-19
1442
$35K ﹤0.01%
778
+551
1443
$35K ﹤0.01%
850
1444
$35K ﹤0.01%
1,019
-800
1445
$35K ﹤0.01%
1,670
-173
1446
$35K ﹤0.01%
2,126
-176
1447
$35K ﹤0.01%
388
-148
1448
$35K ﹤0.01%
1,838
+3
1449
$35K ﹤0.01%
1,027
-2,435
1450
$34K ﹤0.01%
2,300
56 57
58
59 60