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
1451
$27.4K ﹤0.01%
351
1452
$27.4K ﹤0.01%
1,033
1453
$27.4K ﹤0.01%
149
+72
1454
$27.1K ﹤0.01%
600
-32
1455
$27.1K ﹤0.01%
94
-50
1456
$27.1K ﹤0.01%
71
-127
1457
$27K ﹤0.01%
5,444
+3,632
1458
$26.9K ﹤0.01%
317
+73
1459
$26.9K ﹤0.01%
149
+1
1460
$26.9K ﹤0.01%
668
-424
1461
$26.8K ﹤0.01%
399
1462
$26.8K ﹤0.01%
+600
1463
$26.7K ﹤0.01%
+954
1464
$26.6K ﹤0.01%
2,539
1465
$26.5K ﹤0.01%
409
-48,415
1466
$26.4K ﹤0.01%
4,000
1467
$26.3K ﹤0.01%
213
-26
1468
$26.3K ﹤0.01%
7,019
-1,931
1469
$26.2K ﹤0.01%
1,200
1470
$26.2K ﹤0.01%
452
+300
1471
$26.1K ﹤0.01%
1,540
-64
1472
$26.1K ﹤0.01%
253
+18
1473
$26K ﹤0.01%
2,000
1474
$26K ﹤0.01%
231
-100
1475
$25.9K ﹤0.01%
298
57 58
59
60 61