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
$2.43B
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
126
$4.61M 0.19%
43,999
-19,415
127
$4.56M 0.19%
176,814
-16,952
128
$4.36M 0.18%
114,392
-114,501
129
$4.14M 0.17%
74,723
-72,565
130
$4.08M 0.17%
41,852
-7,306
131
$4.07M 0.17%
77,911
+4,205
132
$4.06M 0.17%
44,474
-8,690
133
$4.01M 0.17%
29,892
-1,399
134
$4.01M 0.17%
154,609
-65,857
135
$3.91M 0.16%
17,560
-3,078
136
$3.76M 0.16%
27,578
-8,624
137
$3.74M 0.15%
22,636
-10,196
138
$3.72M 0.15%
24,977
-55,157
139
$3.69M 0.15%
19,591
-15,642
140
$3.67M 0.15%
73,584
-35,372
141
$3.63M 0.15%
17,479
-1,250
142
$3.62M 0.15%
44,986
-18,569
143
$3.58M 0.15%
21,159
-3,492
144
$3.54M 0.15%
25,758
-7,563
145
$3.52M 0.15%
56,760
+17,856
146
$3.49M 0.14%
42,372
-120,084
147
$3.46M 0.14%
84,545
+21,347
148
$3.37M 0.14%
26,030
-57
149
$3.37M 0.14%
136,670
-65,459
150
$3.32M 0.14%
22,883
-762
4 5
6
7 8