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
1451
$34K ﹤0.01%
232
-189
1452
$34K ﹤0.01%
73
+3
1453
$34K ﹤0.01%
356
-955
1454
$34K ﹤0.01%
700
+3
1455
$34K ﹤0.01%
2,177
-269
1456
$34K ﹤0.01%
724
+1
1457
$34K ﹤0.01%
154
-105
1458
$34K ﹤0.01%
536
1459
$34K ﹤0.01%
+1,151
1460
$34K ﹤0.01%
4,830
-5,750
1461
$33K ﹤0.01%
1,530
-1,530
1462
$33K ﹤0.01%
1,321
-724
1463
$33K ﹤0.01%
940
-52
1464
$33K ﹤0.01%
505
+3
1465
$33K ﹤0.01%
1,550
1466
$33K ﹤0.01%
576
1467
$33K ﹤0.01%
662
-1,977
1468
$33K ﹤0.01%
2,638
1469
$33K ﹤0.01%
+932
1470
$33K ﹤0.01%
934
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1471
$33K ﹤0.01%
616
+12
1472
$33K ﹤0.01%
1,010
+91
1473
$33K ﹤0.01%
648
-518
1474
$33K ﹤0.01%
5,756
+77
1475
$32K ﹤0.01%
136
-91
57 58
59
60 61