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
1426
$29.3K ﹤0.01%
+1,050
1427
$29.3K ﹤0.01%
359
+28
1428
$29.3K ﹤0.01%
200
-20
1429
$29.2K ﹤0.01%
619
1430
$29.2K ﹤0.01%
849
+14
1431
$29.1K ﹤0.01%
712
1432
$28.9K ﹤0.01%
316
1433
$28.9K ﹤0.01%
343
-76
1434
$28.8K ﹤0.01%
3,000
1435
$28.7K ﹤0.01%
200
1436
$28.7K ﹤0.01%
714
-297
1437
$28.6K ﹤0.01%
1,685
+155
1438
$28.5K ﹤0.01%
854
-35
1439
$28.4K ﹤0.01%
378
1440
$28.4K ﹤0.01%
3,475
1441
$28.3K ﹤0.01%
924
1442
$28.2K ﹤0.01%
1,983
1443
$28.1K ﹤0.01%
759
1444
$28K ﹤0.01%
370
1445
$27.7K ﹤0.01%
555
1446
$27.7K ﹤0.01%
296
1447
$27.6K ﹤0.01%
443
1448
$27.5K ﹤0.01%
267
1449
$27.4K ﹤0.01%
750
1450
$27.4K ﹤0.01%
344
-42
56 57
58
59 60